Filed October 6, 2024
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 | $135,019 | $63,703+112.0% | $93,063+45.1% | $82,448+63.8% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 12.95% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,338 | $1,729+35.3% | $2,476-5.6% | $2,551-8.3% |
| Participant deferral / active EE | $3,884 | $2,919+33.1% | $3,958-1.9% | $4,139-6.2% |
| Admin fee / account holder | $2,151 | $5,982-64.0% | $6,033-64.3% | $7,234-70.3% |