Filed January 8, 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 | $154,633 | $60,124+157.2% | $90,404+71.0% | $79,858+93.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.19% | 71.94%-60.8pp | 1293.02%-1281.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,621 | $2,068+171.9% | $3,262+72.3% | $2,471+127.5% |
| Participant deferral / active EE | $7,062 | $2,938+140.4% | $3,963+78.2% | $3,740+88.8% |
| Admin fee / account holder | $16,941 | $3,976+326.0% | $5,611+201.9% | $5,306+219.3% |