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 5-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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $289,920 | $108,968+166.1% | $108,968+166.1% | $287,075+1.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 50.0%+50.0pp | 55.8%+44.2pp |
| Annual return | 2.04% | 8.47%-6.4pp | 9.63%-7.6pp | 24.42%-22.4pp |
| Employer contribution / active EE | $90,500 | $35,790+152.9% | $33,327+171.6% | $41,338+118.9% |
| Participant deferral / active EE | $0 | $48-100.0% | $45-100.0% | $55-100.0% |
| Admin fee / account holder | $2,981 | $596+400.0% | $596+400.0% | $22,079-86.5% |