Filed October 8, 2024
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 10-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.
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 exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,053 | $48,046+1024.0% | $84,611+538.3% | $72,985+640.0% |
| Participation rate | 93.1% | 57.6%+35.5pp | 68.2%+24.9pp | 69.5%+23.6pp |
| Annual return | -3.97% | 37.38%-41.4pp | 258.74%-262.7pp | 81.00%-85.0pp |
| Employer contribution / active EE | $345 | $1,602-78.5% | $2,652-87.0% | $2,440-85.9% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $49,145 | $3,395+1347.7% | $4,912+900.5% | $5,124+859.0% |