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 | $223,136 | $63,154+253.3% | $198,173+12.6% | $46,757+377.2% |
| Participation rate | 100.0% | 20.8%+79.2pp | 42.0%+58.0pp | 11.3%+88.7pp |
| Annual return | 10.86% | 9.55%+1.3pp | 10.16%+0.7pp | 10.41%+0.4pp |
| Employer contribution / active EE | $23,632 | $14,371+64.4% | $33,192-28.8% | $14,691+60.9% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $52,363 | $5,973+776.6% | $7,531+595.3% | $2,646+1878.7% |