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 | $294,341 | $380,165-22.6% | $369,410-20.3% | $286,844+2.6% |
| Participation rate | 100.0% | 36.6%+63.4pp | 29.4%+70.6pp | 37.6%+62.4pp |
| Annual return | 8.90% | 8.06%+0.8pp | 8.28%+0.6pp | 9.30%-0.4pp |
| Employer contribution / active EE | $82,600 | $44,952+83.8% | $40,747+102.7% | $43,742+88.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $26-100.0% | $83-100.0% |
| Admin fee / account holder | $2,904 | $4,690-38.1% | $4,495-35.4% | $12,596-76.9% |