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.
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 | $138,486 | $440,923-68.6% | $440,923-68.6% | $417,905-66.9% |
| Participation rate | 100.0% | 57.1%+42.9pp | 40.0%+60.0pp | 39.2%+60.8pp |
| Annual return | 12.50% | 7.79%+4.7pp | 8.94%+3.6pp | 13.91%-1.4pp |
| Employer contribution / active EE | $15,620 | $39,379-60.3% | $36,999-57.8% | $35,282-55.7% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $94-100.0% |
| Admin fee / account holder | $1,366 | $2,072-34.0% | $2,072-34.0% | $41,846-96.7% |