Filed February 14, 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.)
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,204 | $84,233-91.4% | $170,442-95.8% | $70,131-89.7% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 7.72% | 23.06%-15.3pp | 205.93%-198.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $795 | $3,387-76.5% | $5,433-85.4% | $2,342-66.1% |
| Participant deferral / active EE | $772 | $3,086-75.0% | $4,939-84.4% | $3,332-76.8% |
| Admin fee / account holder | $904 | $5,698-84.1% | $13,880-93.5% | $4,645-80.5% |