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 | $73,796 | $397,815-81.4% | $397,815-81.4% | $286,844-74.3% |
| Participation rate | 100.0% | 49.0%+51.0pp | 33.6%+66.4pp | 37.6%+62.4pp |
| Annual return | 13.04% | 9.62%+3.4pp | 9.74%+3.3pp | 9.30%+3.7pp |
| Employer contribution / active EE | $10,000 | $46,336-78.4% | $39,474-74.7% | $43,742-77.1% |
| Participant deferral / active EE | $0 | $130-100.0% | $135-100.0% | $83-100.0% |
| Admin fee / account holder | $99,128 | $10,161+875.6% | $10,161+875.6% | $12,596+687.0% |