Filed January 29, 2025
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 | $113,551 | $57,281+98.2% | $86,612+31.1% | $75,163+51.1% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 14.53% | 2670.75%-2656.2pp | 591.07%-576.5pp | 160.62%-146.1pp |
| Employer contribution / active EE | $7,560 | $2,314+226.6% | $3,022+150.1% | $2,670+183.2% |
| Participant deferral / active EE | $6,547 | $3,318+97.3% | $4,438+47.5% | $4,125+58.7% |
| Admin fee / account holder | $76,712 | $4,112+1765.6% | $5,614+1266.4% | $5,651+1257.5% |