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.
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 | $42,733 | $72,552-41.1% | $91,826-53.5% | $198,586-78.5% |
| Participation rate | 100.0% | 7.1%+92.9pp | 4.7%+95.3pp | 13.5%+86.5pp |
| Annual return | 6.52% | 9.41%-2.9pp | 793.01%-786.5pp | 9.29%-2.8pp |
| Employer contribution / active EE | $4,316 | $13,564-68.2% | $27,004-84.0% | $15,168-71.5% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $787 | $599+31.4% | $4,239-81.4% | $2,037-61.4% |