Filed January 28, 2025
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,160 | $214,378-9.4% | $200,582-3.2% | $142,382+36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.24% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,413 | $6,841-50.1% | $6,419-46.8% | $4,299-20.6% |
| Participant deferral / active EE | $4,101 | $9,865-58.4% | $9,331-56.0% | $6,507-37.0% |
| Admin fee / account holder | $2,032 | $17,692-88.5% | $16,305-87.5% | $12,624-83.9% |