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 | $55,546 | $99,020-43.9% | $86,590-35.9% | $147,584-62.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 28.04% | 1312.34%-1284.3pp | 964.84%-936.8pp | 578.55%-550.5pp |
| Employer contribution / active EE | $13,399 | $3,132+327.8% | $2,839+371.9% | $4,876+174.8% |
| Participant deferral / active EE | $10,514 | $3,972+164.7% | $3,609+191.4% | $5,439+93.3% |
| Admin fee / account holder | $6,962 | $5,710+21.9% | $4,906+41.9% | $10,885-36.0% |