Filed February 7, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,837 | $50,666+178.0% | $76,817+83.3% | $65,185+116.1% |
| Participation rate | 81.7% | 68.8%+12.9pp | 72.1%+9.6pp | 70.2%+11.5pp |
| Annual return | 17.04% | 28.51%-11.5pp | 1166.11%-1149.1pp | 29.38%-12.3pp |
| Employer contribution / active EE | $2,683 | $1,575+70.4% | $2,302+16.5% | $2,177+23.3% |
| Participant deferral / active EE | $5,574 | $2,647+110.6% | $3,336+67.1% | $3,514+58.6% |
| Admin fee / account holder | $7,631 | $463+1548.3% | $6,420+18.9% | $847+800.8% |