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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,082 | $325,553-92.6% | $325,553-92.6% | $338,187-92.9% |
| Participation rate | 100.0% | 32.3%+67.7pp | 16.2%+83.8pp | 44.0%+56.0pp |
| Annual return | 2.84% | 9.11%-6.3pp | 9.14%-6.3pp | 13.05%-10.2pp |
| Employer contribution / active EE | $10,000 | $46,891-78.7% | $40,544-75.3% | $37,639-73.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $956 | $17,411-94.5% | $17,411-94.5% | $30,864-96.9% |