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 | $43,709 | $92,703-52.9% | $82,719-47.2% | $134,475-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,914 | $3,274-41.5% | $3,009-36.4% | $4,740-59.6% |
| Participant deferral / active EE | $2,593 | $4,802-46.0% | $4,395-41.0% | $6,400-59.5% |
| Admin fee / account holder | $718 | $5,983-88.0% | $5,329-86.5% | $11,426-93.7% |