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 | $11,822 | $65,061-81.8% | $143,757-91.8% | $66,914-82.3% |
| Participation rate | 82.0% | 65.2%+16.8pp | 80.3%+1.7pp | 69.8%+12.2pp |
| Annual return | -16.26% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,188 | $2,361-49.7% | $4,951-76.0% | $2,544-53.3% |
| Participant deferral / active EE | $1,536 | $2,919-47.4% | $5,637-72.7% | $4,237-63.7% |
| Admin fee / account holder | $836 | $502+66.5% | $14,673-94.3% | $593+40.9% |