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 | $171,415 | $65,409+162.1% | $98,442+74.1% | $85,850+99.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.54% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $6,264 | $2,168+189.0% | $2,960+111.6% | $2,565+144.2% |
| Participant deferral / active EE | $7,116 | $3,166+124.7% | $4,276+66.4% | $3,952+80.1% |
| Admin fee / account holder | $4,865 | $4,593+5.9% | $5,949-18.2% | $6,260-22.3% |