Filed January 6, 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 | $33,905 | $100,852-66.4% | $90,404-62.5% | $158,922-78.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.12% | 1724.20%-1717.1pp | 1293.02%-1285.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $616 | $3,689-83.3% | $3,262-81.1% | $4,761-87.1% |
| Participant deferral / active EE | $1,441 | $4,348-66.9% | $3,963-63.6% | $5,982-75.9% |
| Admin fee / account holder | $13,854 | $6,501+113.1% | $5,611+146.9% | $11,246+23.2% |