Filed December 26, 2024
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 | $157,403 | $65,365+140.8% | $92,893+69.4% | $72,985+115.7% |
| Participation rate | 96.8% | 68.3%+28.5pp | 76.0%+20.8pp | 69.5%+27.3pp |
| Annual return | 23.21% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $7,199 | $2,594+177.5% | $3,653+97.1% | $2,440+195.1% |
| Participant deferral / active EE | $8,372 | $3,128+167.6% | $4,236+97.6% | $3,607+132.1% |
| Admin fee / account holder | $7,741 | $4,251+82.1% | $5,794+33.6% | $5,124+51.1% |