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 | $108,274 | $352,342-69.3% | $336,864-67.9% | $233,076-53.5% |
| Participation rate | 100.0% | 37.5%+62.5pp | 27.8%+72.2pp | 46.4%+53.6pp |
| Annual return | 30.34% | -3.41%+33.8pp | -3.29%+33.6pp | -82.66%+113.0pp |
| Employer contribution / active EE | $35,735 | $41,836-14.6% | $36,762-2.8% | $43,769-18.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $103-100.0% |
| Admin fee / account holder | $1,165 | $6,977-83.3% | $6,121-81.0% | $11,204-89.6% |