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 | $1,103,925 | $326,582+238.0% | $319,634+245.4% | $254,510+333.7% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | 25.03% | 203.80%-178.8pp | 174.94%-149.9pp | 259.13%-234.1pp |
| Employer contribution / active EE | $100,000 | $43,384+130.5% | $38,590+159.1% | $41,469+141.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $5,719 | $3,517+62.6% | $3,298+73.4% | $21,546-73.5% |