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.
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 | $95,240 | $162,281-41.3% | $362,723-73.7% | $254,542-62.6% |
| Participation rate | 100.0% | 49.4%+50.6pp | 38.2%+61.8pp | 47.4%+52.6pp |
| Annual return | 14.02% | 10.22%+3.8pp | 10.56%+3.5pp | 12.16%+1.9pp |
| Employer contribution / active EE | $14,889 | $37,390-60.2% | $30,197-50.7% | $44,746-66.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $33-100.0% | $170-100.0% |
| Admin fee / account holder | $7,828 | $1,182+562.4% | $2,168+261.0% | $17,640-55.6% |