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 4-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 | $38,300 | $62,124-38.3% | $219,333-82.5% | $50,876-24.7% |
| Participation rate | 100.0% | 40.7%+59.3pp | 42.3%+57.7pp | 15.7%+84.3pp |
| Annual return | -1.03% | -1.80%+0.8pp | -2.00%+1.0pp | -7.14%+6.1pp |
| Employer contribution / active EE | $18,454 | $14,777+24.9% | $34,470-46.5% | $14,613+26.3% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $8,498 | $1,779+377.7% | $5,362+58.5% | $1,191+613.4% |