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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,820 | $224,072-47.9% | $220,428-47.0% | $254,510-54.1% |
| Participation rate | 75.0% | 49.1%+25.9pp | 43.5%+31.5pp | 43.0%+32.0pp |
| Annual return | 16.68% | 99.73%-83.1pp | 90.60%-73.9pp | 259.13%-242.5pp |
| Employer contribution / active EE | $6,121 | $35,076-82.5% | $32,727-81.3% | $41,469-85.2% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $16,780 | $13,610+23.3% | $12,805+31.0% | $21,546-22.1% |