Filed January 24, 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.
Employer 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 | $183,296 | $100,041+83.2% | $149,718+22.4% | $70,131+161.4% |
| Participation rate | 94.7% | 83.6%+11.1pp | 87.1%+7.7pp | 69.5%+25.2pp |
| Annual return | 19.34% | 27.43%-8.1pp | 1501.63%-1482.3pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,957 | $4,983+59.7% | $6,569+21.1% | $3,332+138.8% |
| Admin fee / account holder | $5,738 | $8,286-30.8% | $11,283-49.1% | $4,645+23.5% |