Filed December 18, 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 | $63,536 | $72,404-12.2% | $110,238-42.4% | $64,186-1.0% |
| Participation rate | 82.1% | 73.3%+8.8pp | 79.8%+2.3pp | 69.6%+12.5pp |
| Annual return | -4.92% | -6.29%+1.4pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,640 | $2,282+59.6% | $3,826-4.9% | $2,381+52.9% |
| Participant deferral / active EE | $4,593 | $3,469+32.4% | $4,672-1.7% | $3,470+32.4% |
| Admin fee / account holder | $2,063 | $5,664-63.6% | $8,547-75.9% | $4,888-57.8% |