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 4-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 | $84,080 | $151,373-44.5% | $473,625-82.2% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | - |
| Annual return | 5.27% | 94.64%-89.4pp | 20.18%-14.9pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $29,108-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | - |
| Admin fee / account holder | $482 | $3,060-84.3% | $2,262-78.7% | - |