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 | $106,411 | $138,977-23.4% | $151,941-30.0% | $237,064-55.1% |
| Participation rate | 100.0% | 31.6%+68.4pp | 10.6%+89.4pp | 45.6%+54.4pp |
| Annual return | 4.82% | 0.80%+4.0pp | 5.44%-0.6pp | 4.16%+0.7pp |
| Employer contribution / active EE | $22,233 | $37,563-40.8% | $25,481-12.7% | $42,916-48.2% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $27,316 | $8,921+206.2% | $11,765+132.2% | $21,465+27.3% |