Filed February 20, 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 | $198,025 | $153,311+29.2% | $109,313+81.2% | $273,961-27.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -1.17% | 29.86%-31.0pp | 22.07%-23.2pp | 41.45%-42.6pp |
| Employer contribution / active EE | $17,251 | $5,619+207.0% | $3,892+343.2% | $4,869+254.3% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $29,774 | $8,076+268.7% | $5,666+425.4% | $10,132+193.9% |