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 | $128,500 | $57,281+124.3% | $86,612+48.4% | $75,163+71.0% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 15.61% | 2670.75%-2655.1pp | 591.07%-575.5pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,606 | $2,314+142.2% | $3,022+85.5% | $2,670+110.0% |
| Participant deferral / active EE | $8,657 | $3,318+160.9% | $4,438+95.1% | $4,125+109.9% |
| Admin fee / account holder | $4,874 | $4,112+18.5% | $5,614-13.2% | $5,651-13.8% |