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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $224,258 | $158,817+41.2% | $121,196+85.0% | $135,375+65.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 14.08% | -0.64%+14.7pp | 16.93%-2.8pp | 519.73%-505.7pp |
| Employer contribution / active EE | $14,905 | $5,665+163.1% | $4,022+270.6% | $4,779+211.9% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,344-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,184 | $6,512-51.1% | $5,019-36.6% | $10,827-70.6% |