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 6-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 | $248,195 | $266,915-7.0% | $319,010-22.2% | $350,408-29.2% |
| Participation rate | 85.7% | 55.4%+30.3pp | 47.0%+38.7pp | 44.4%+41.3pp |
| Annual return | -6.17% | 12.39%-18.6pp | 10.22%-16.4pp | -14.65%+8.5pp |
| Employer contribution / active EE | $65,734 | $53,680+22.5% | $51,215+28.3% | $46,320+41.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $453 | $9,726-95.3% | $10,810-95.8% | $14,631-96.9% |