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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $6,473 | $76,000-91.5% | $154,107-95.8% | $64,186-89.9% |
| Participation rate | 80.5% | 70.4%+10.1pp | 83.0%-2.5pp | 69.6%+11.0pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,068 | $3,175-66.4% | $5,081-79.0% | $3,470-69.2% |
| Admin fee / account holder | $842 | $5,596-85.0% | $13,411-93.7% | $4,888-82.8% |