Filed April 17, 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.
Employer 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 | $30,950 | $153,772-79.9% | $133,980-76.9% | $273,961-88.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 7.08% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $843 | $6,029-86.0% | $5,211-83.8% | $4,869-82.7% |
| Participant deferral / active EE | $2,343 | $6,958-66.3% | $6,282-62.7% | $5,287-55.7% |
| Admin fee / account holder | $453 | $11,765-96.1% | $9,324-95.1% | $10,132-95.5% |