Filed December 20, 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 | $125,970 | $105,998+18.8% | $92,233+36.6% | $147,584-14.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 17.02% | 50.05%-33.0pp | 176.28%-159.3pp | 578.55%-561.5pp |
| Employer contribution / active EE | $8,665 | $4,333+100.0% | $3,679+135.5% | $4,876+77.7% |
| Participant deferral / active EE | $10,328 | $4,478+130.7% | $3,897+165.1% | $5,439+89.9% |
| Admin fee / account holder | $607 | $6,332-90.4% | $5,194-88.3% | $10,885-94.4% |