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 | $43,945 | $153,781-71.4% | $165,322-73.4% | $254,510-82.7% |
| Participation rate | 100.0% | 41.6%+58.4pp | 32.5%+67.5pp | 43.0%+57.0pp |
| Annual return | 3.69% | 7.89%-4.2pp | 8.01%-4.3pp | 259.13%-255.4pp |
| Employer contribution / active EE | $7,675 | $36,824-79.2% | $29,475-74.0% | $41,469-81.5% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $330 | $217+52.4% | $637-48.2% | $21,546-98.5% |