Filed January 28, 2025
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,160 | $209,336-7.2% | $197,124-1.5% | $137,256+41.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.24% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $3,413 | $6,591-48.2% | $6,227-45.2% | $4,156-17.9% |
| Participant deferral / active EE | $4,101 | $9,614-57.3% | $9,135-55.1% | $6,407-36.0% |
| Admin fee / account holder | $2,032 | $17,308-88.3% | $16,298-87.5% | $12,270-83.4% |