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 | $128,952 | $73,933+74.4% | $96,683+33.4% | $75,163+71.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.23% | 26.70%-12.5pp | 35.69%-21.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $9,929 | $2,928+239.1% | $3,737+165.7% | $2,670+271.9% |
| Participant deferral / active EE | $9,427 | $3,659+157.6% | $4,878+93.2% | $4,125+128.5% |
| Admin fee / account holder | $18,373 | $5,216+252.2% | $6,730+173.0% | $5,651+225.1% |