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 | $145,418 | $227,811-36.2% | $157,677-7.8% | $338,187-57.0% |
| Participation rate | 100.0% | 30.0%+70.0pp | 28.6%+71.4pp | 44.0%+56.0pp |
| Annual return | 7.44% | 8.39%-1.0pp | 8.39%-1.0pp | 13.05%-5.6pp |
| Employer contribution / active EE | $37,500 | $45,860-18.2% | $41,487-9.6% | $37,639-0.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $40-100.0% | $49-100.0% |
| Admin fee / account holder | $958 | $479+100.0% | $3,303-71.0% | $30,864-96.9% |