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 4-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $635,115 | $439,512+44.5% | $439,512+44.5% | $286,844+121.4% |
| Participation rate | 100.0% | 39.3%+60.7pp | 26.8%+73.2pp | 37.6%+62.4pp |
| Annual return | 8.49% | 8.27%+0.2pp | 9.07%-0.6pp | 9.30%-0.8pp |
| Employer contribution / active EE | $64,667 | $52,249+23.8% | $46,116+40.2% | $43,742+47.8% |
| Participant deferral / active EE | $0 | $104-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $7,994 | $147,323-94.6% | $147,323-94.6% | $12,596-36.5% |