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 7-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 | $398,996 | $431,983-7.6% | $431,983-7.6% | $287,075+39.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 66.7%+33.3pp | 55.8%+44.2pp |
| Annual return | 11.86% | 9.67%+2.2pp | 9.65%+2.2pp | 24.42%-12.6pp |
| Employer contribution / active EE | $65,000 | $51,506+26.2% | $50,004+30.0% | $41,338+57.2% |
| Participant deferral / active EE | $0 | $60-100.0% | $62-100.0% | $55-100.0% |
| Admin fee / account holder | $2,270 | $35,292-93.6% | $35,292-93.6% | $22,079-89.7% |