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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $285,370 | $326,582-12.6% | $319,634-10.7% | $254,510+12.1% |
| Participation rate | 83.3% | 34.7%+48.7pp | 27.6%+55.7pp | 43.0%+40.3pp |
| Annual return | -1.12% | 203.80%-204.9pp | 174.94%-176.1pp | 259.13%-260.2pp |
| Employer contribution / active EE | $77,620 | $43,384+78.9% | $38,590+101.1% | $41,469+87.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $1,768 | $3,517-49.7% | $3,298-46.4% | $21,546-91.8% |