See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,172 | $381,890-69.1% | $359,360-67.1% | $564,480-79.1% |
| Participation rate | 100.0% | 88.9%+11.1pp | 86.3%+13.7pp | 89.1%+10.9pp |
| Annual return | -3.53% | -11.38%+7.9pp | -10.75%+7.2pp | -14.07%+10.5pp |
| Employer contribution / active EE | $61,337 | $18,491+231.7% | $18,485+231.8% | $29,221+109.9% |
| Participant deferral / active EE | $0 | $9,109-100.0% | $8,159-100.0% | $5,729-100.0% |
| Admin fee / account holder | $310 | $9,693-96.8% | $9,603-96.8% | $27,140-98.9% |