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 9-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 | $404,094 | $319,986+26.3% | $454,052-11.0% | $286,844+40.9% |
| Participation rate | 85.7% | 35.8%+49.9pp | 18.4%+67.3pp | 37.6%+48.1pp |
| Annual return | 9.52% | 7.48%+2.0pp | 8.95%+0.6pp | 9.30%+0.2pp |
| Employer contribution / active EE | $32,543 | $54,901-40.7% | $46,559-30.1% | $43,742-25.6% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $83-100.0% |
| Admin fee / account holder | $2,612 | $24,500-89.3% | $19,831-86.8% | $12,596-79.3% |