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 9-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.
Employer 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 | $2,153,592 | $628,955+242.4% | $628,955+242.4% | $338,187+536.8% |
| Participation rate | 100.0% | 48.6%+51.4pp | 41.9%+58.1pp | 44.0%+56.0pp |
| Annual return | 33.62% | 8.13%+25.5pp | 8.15%+25.5pp | 13.05%+20.6pp |
| Employer contribution / active EE | $0 | $43,711-100.0% | $42,534-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $49-100.0% |
| Admin fee / account holder | $18,132 | $12,760+42.1% | $12,760+42.1% | $30,864-41.3% |