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 6-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 | $226,396 | $157,324+43.9% | $151,098+49.8% | $286,844-21.1% |
| Participation rate | 100.0% | 20.8%+79.2pp | 16.3%+83.7pp | 37.6%+62.4pp |
| Annual return | 4.60% | 10.67%-6.1pp | 11.31%-6.7pp | 9.30%-4.7pp |
| Employer contribution / active EE | $79,000 | $42,039+87.9% | $35,729+121.1% | $43,742+80.6% |
| Participant deferral / active EE | $0 | $141-100.0% | $237-100.0% | $83-100.0% |
| Admin fee / account holder | $1,084 | $21,624-95.0% | $20,124-94.6% | $12,596-91.4% |