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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,853 | $53,777+351.6% | $134,143+81.0% | $79,858+204.1% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 6.58% | 19.01%-12.4pp | 36.33%-29.7pp | 31.71%-25.1pp |
| Employer contribution / active EE | $16,082 | $1,321+1117.1% | $3,704+334.2% | $2,471+550.9% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,499-100.0% | $3,740-100.0% |
| Admin fee / account holder | $977 | $3,984-75.5% | $6,684-85.4% | $5,306-81.6% |