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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,708 | $48,795+176.1% | $65,493+105.7% | $84,808+58.8% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.64% | 20.20%-8.6pp | 982.45%-970.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $4,733 | $1,930+145.3% | $2,574+83.8% | $2,631+79.9% |
| Participant deferral / active EE | $2,028 | $2,928-30.7% | $3,961-48.8% | $4,212-51.8% |
| Admin fee / account holder | $18,510 | $3,877+377.4% | $5,028+268.1% | $7,344+152.0% |