Filed December 17, 2024
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,355 | $88,751+117.9% | $81,812+136.3% | $145,922+32.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 17.14% | 1025.40%-1008.3pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $15,897 | $3,083+415.6% | $2,912+445.9% | $4,660+241.2% |
| Participant deferral / active EE | $16,260 | $4,643+250.2% | $4,319+276.5% | $6,688+143.1% |
| Admin fee / account holder | $1,924 | $8,415-77.1% | $7,386-74.0% | $13,397-85.6% |