Filed January 16, 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 | $50,654 | $109,817-53.9% | $98,442-48.5% | $167,490-69.8% |
| Participation rate | 81.8% | 75.8%+6.0pp | 73.3%+8.5pp | 82.1%-0.3pp |
| Annual return | 12.23% | 1956.69%-1944.5pp | 1492.73%-1480.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $1,516 | $3,224-53.0% | $2,960-48.8% | $4,837-68.7% |
| Participant deferral / active EE | $2,065 | $4,673-55.8% | $4,276-51.7% | $6,341-67.4% |
| Admin fee / account holder | $443 | $6,753-93.4% | $5,949-92.5% | $12,309-96.4% |