Filed March 4, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,032 | $55,453-89.1% | $170,442-96.5% | $62,292-90.3% |
| Participation rate | 92.3% | 66.4%+25.9pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 13.95% | 21.38%-7.4pp | 205.93%-192.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $1,239 | $2,164-42.7% | $5,433-77.2% | $2,042-39.3% |
| Participant deferral / active EE | $249 | $2,303-89.2% | $4,939-94.9% | $3,169-92.1% |
| Admin fee / account holder | $669 | $455+47.1% | $13,880-95.2% | $479+39.6% |