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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,155 | $358,721-60.1% | $319,563-55.2% | $338,187-57.7% |
| Participation rate | 100.0% | 53.8%+46.2pp | 41.2%+58.8pp | 44.0%+56.0pp |
| Annual return | 8.64% | 6.78%+1.9pp | 7.21%+1.4pp | 13.05%-4.4pp |
| Employer contribution / active EE | $41,500 | $35,409+17.2% | $33,209+25.0% | $37,639+10.3% |
| Participant deferral / active EE | $0 | $51-100.0% | $48-100.0% | $49-100.0% |
| Admin fee / account holder | $798 | $196+306.8% | $196+306.8% | $30,864-97.4% |