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.
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 | $303,930 | $344,948-11.9% | $334,201-9.1% | $338,187-10.1% |
| Participation rate | 100.0% | 51.8%+48.2pp | 43.9%+56.1pp | 44.0%+56.0pp |
| Annual return | 8.50% | 10.03%-1.5pp | 9.84%-1.3pp | 13.05%-4.5pp |
| Employer contribution / active EE | $113,790 | $31,905+256.6% | $30,320+275.3% | $37,639+202.3% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $49-100.0% |
| Admin fee / account holder | $42,536 | $59,591-28.6% | $53,213-20.1% | $30,864+37.8% |