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.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,297 | $827,797-30.0% | $788,447-26.5% | $350,408+65.3% |
| Participation rate | 100.0% | 45.1%+54.9pp | 21.4%+78.6pp | 44.4%+55.6pp |
| Annual return | 2.86% | -4.32%+7.2pp | -3.21%+6.1pp | -14.65%+17.5pp |
| Employer contribution / active EE | $190,667 | $53,375+257.2% | $46,019+314.3% | $46,320+311.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $864 | $50,219-98.3% | $46,258-98.1% | $14,631-94.1% |