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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,984 | $451,207-32.6% | $451,207-32.6% | $248,183+22.5% |
| Participation rate | 100.0% | 50.0%+50.0pp | 35.0%+65.0pp | 45.9%+54.1pp |
| Annual return | 2.71% | 8.63%-5.9pp | 8.77%-6.1pp | 10.21%-7.5pp |
| Employer contribution / active EE | $51,510 | $39,478+30.5% | $36,356+41.7% | $42,272+21.9% |
| Participant deferral / active EE | $0 | $73-100.0% | $68-100.0% | $121-100.0% |
| Admin fee / account holder | $16,200 | $3,635+345.7% | $3,635+345.7% | $13,518+19.8% |