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 8-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 | $39,522 | $162,281-75.6% | $362,723-89.1% | $254,542-84.5% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 3.97% | 10.22%-6.2pp | 10.56%-6.6pp | 12.16%-8.2pp |
| Employer contribution / active EE | $16,294 | $37,390-56.4% | $30,197-46.0% | $44,746-63.6% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $336 | $1,182-71.5% | $2,168-84.5% | $17,640-98.1% |