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 10-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,564 | $261,421-55.4% | $248,520-53.1% | $254,542-54.2% |
| Participation rate | 100.0% | 59.1%+40.9pp | 35.1%+64.9pp | 47.4%+52.6pp |
| Annual return | 14.93% | 9.46%+5.5pp | 239.57%-224.6pp | 12.16%+2.8pp |
| Employer contribution / active EE | $20,000 | $52,068-61.6% | $43,837-54.4% | $44,746-55.3% |
| Participant deferral / active EE | $0 | $614-100.0% | $575-100.0% | $170-100.0% |
| Admin fee / account holder | $302 | $39,249-99.2% | $36,083-99.2% | $17,640-98.3% |