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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,087 | $48,0870% | $157,466-69.5% | $105,125-54.3% |
| Participation rate | 100.0% | 2.1%+97.9pp | 11.9%+88.1pp | 14.6%+85.4pp |
| Annual return | -4.51% | -2.83%-1.7pp | 12.68%-17.2pp | 10.56%-15.1pp |
| Employer contribution / active EE | $9,474 | $11,770-19.5% | $22,860-58.6% | $13,643-30.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $1,275 | $1,2750% | $2,825-54.9% | $3,354-62.0% |