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 | $100,449 | $421,797-76.2% | $339,002-70.4% | $287,075-65.0% |
| Participation rate | 100.0% | 53.8%+46.2pp | 39.1%+60.9pp | 55.8%+44.2pp |
| Annual return | 6.74% | 13.48%-6.7pp | 12.78%-6.0pp | 24.42%-17.7pp |
| Employer contribution / active EE | $50,000 | $49,647+0.7% | $44,816+11.6% | $41,338+21.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $33-100.0% | $55-100.0% |
| Admin fee / account holder | $411 | $1,396-70.6% | $2,002-79.5% | $22,079-98.1% |