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 8-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 | $126,142 | $177,834-29.1% | $177,834-29.1% | $254,542-50.4% |
| Participation rate | 100.0% | 58.6%+41.4pp | 39.5%+60.5pp | 47.4%+52.6pp |
| Annual return | 9.09% | 10.65%-1.6pp | 11.67%-2.6pp | 12.16%-3.1pp |
| Employer contribution / active EE | $50,000 | $33,520+49.2% | $28,376+76.2% | $44,746+11.7% |
| Participant deferral / active EE | $0 | $48-100.0% | $46-100.0% | $170-100.0% |
| Admin fee / account holder | $366 | $15,617-97.7% | $15,617-97.7% | $17,640-97.9% |