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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,679 | $153,772-52.1% | $133,980-45.0% | $273,961-73.1% |
| Participation rate | 71.4% | 88.4%-16.9pp | 87.1%-15.6pp | 83.0%-11.6pp |
| Annual return | 9.31% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,121 | $6,029-64.8% | $5,211-59.3% | $4,869-56.4% |
| Participant deferral / active EE | $2,201 | $6,958-68.4% | $6,282-65.0% | $5,287-58.4% |
| Admin fee / account holder | $3,041 | $11,765-74.1% | $9,324-67.4% | $10,132-70.0% |