Filed February 17, 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 | $126,654 | $131,829-3.9% | $108,579+16.6% | $273,961-53.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.84% | -91.57%+100.4pp | -51.70%+60.5pp | 41.45%-32.6pp |
| Employer contribution / active EE | $4,590 | $4,912-6.6% | $3,758+22.1% | $4,869-5.7% |
| Participant deferral / active EE | $5,308 | $5,127+3.5% | $4,311+23.1% | $5,287+0.4% |
| Admin fee / account holder | $987 | $10,252-90.4% | $7,645-87.1% | $10,132-90.3% |