Filed October 1, 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 | $128,829 | $48,230+167.1% | $67,502+90.9% | $80,856+59.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.44% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $4,942 | $2,020+144.7% | $2,731+81.0% | $2,755+79.4% |
| Participant deferral / active EE | $2,118 | $2,924-27.6% | $4,000-47.0% | $4,296-50.7% |
| Admin fee / account holder | $12,197 | $3,681+231.3% | $3,998+205.1% | $6,918+76.3% |