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 8-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 | $125,383 | $346,414-63.8% | $336,625-62.8% | $254,542-50.7% |
| Participation rate | 100.0% | 53.3%+46.7pp | 51.5%+48.5pp | 47.4%+52.6pp |
| Annual return | 5.65% | 10.29%-4.6pp | 10.36%-4.7pp | 12.16%-6.5pp |
| Employer contribution / active EE | $60,000 | $54,462+10.2% | $52,561+14.2% | $44,746+34.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $356 | $7,619-95.3% | $7,349-95.2% | $17,640-98.0% |