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 | $69,484 | $218,893-68.3% | $436,953-84.1% | $233,076-70.2% |
| Participation rate | 83.3% | 49.9%+33.4pp | 44.2%+39.2pp | 46.4%+37.0pp |
| Annual return | -6.39% | -114.97%+108.6pp | -102.03%+95.6pp | -82.66%+76.3pp |
| Employer contribution / active EE | $21,775 | $39,358-44.7% | $36,229-39.9% | $43,769-50.3% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $508 | $11,759-95.7% | $12,721-96.0% | $11,204-95.5% |