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 5-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.
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 | $272,789 | $265,195+2.9% | $422,209-35.4% | $287,075-5.0% |
| Participation rate | 100.0% | 49.8%+50.2pp | 23.3%+76.7pp | 55.8%+44.2pp |
| Annual return | 8.37% | 13.43%-5.1pp | 12.68%-4.3pp | 24.42%-16.1pp |
| Employer contribution / active EE | $11,000 | $48,120-77.1% | $41,588-73.6% | $41,338-73.4% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $23,099 | $2,528+813.6% | $10,609+117.7% | $22,079+4.6% |