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.
Employer 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 | $145,468 | $377,855-61.5% | $375,279-61.2% | $286,844-49.3% |
| Participation rate | 95.2% | 38.5%+56.7pp | 36.7%+58.5pp | 37.6%+57.6pp |
| Annual return | 9.82% | 9.94%-0.1pp | 9.78%0pp | 9.30%+0.5pp |
| Employer contribution / active EE | $9,805 | $49,417-80.2% | $46,882-79.1% | $43,742-77.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $1,174 | $4,392-73.3% | $5,665-79.3% | $12,596-90.7% |