Filed February 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,017 | $125,758-45.9% | $169,993-60.0% | $75,163-9.5% |
| Participation rate | 81.6% | 83.6%-2.0pp | 87.0%-5.4pp | 67.2%+14.4pp |
| Annual return | 12.38% | 27.20%-14.8pp | 53.37%-41.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,873 | $4,615-59.4% | $6,785-72.4% | $2,670-29.8% |
| Participant deferral / active EE | $4,746 | $6,837-30.6% | $10,408-54.4% | $4,125+15.1% |
| Admin fee / account holder | $18,319 | $8,173+124.1% | $12,815+42.9% | $5,651+224.2% |