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 3-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 | $113,777 | $201,159-43.4% | $181,048-37.2% | $417,905-72.8% |
| Participation rate | 100.0% | 36.5%+63.5pp | 22.4%+77.6pp | 39.2%+60.8pp |
| Annual return | 5.64% | 9.29%-3.7pp | 9.65%-4.0pp | 13.91%-8.3pp |
| Employer contribution / active EE | $43,008 | $32,463+32.5% | $26,259+63.8% | $35,282+21.9% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $510 | $856-40.4% | $749-31.9% | $41,846-98.8% |