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.
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 | $412,830 | $113,800+262.8% | $104,068+296.7% | $350,408+17.8% |
| Participation rate | 100.0% | 56.3%+43.8pp | 52.6%+47.4pp | 44.4%+55.6pp |
| Annual return | -10.08% | -9.74%-0.3pp | -10.12%0pp | -14.65%+4.6pp |
| Employer contribution / active EE | $63,000 | $52,677+19.6% | $47,166+33.6% | $46,320+36.0% |
| Participant deferral / active EE | $0 | $516-100.0% | $492-100.0% | $60-100.0% |
| Admin fee / account holder | $383 | $4,025-90.5% | $4,025-90.5% | $14,631-97.4% |