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 | $151,686 | $62,127+144.2% | $81,382+86.4% | $74,495+103.6% |
| Participation rate | 74.5% | 64.0%+10.5pp | 69.5%+5.0pp | 67.2%+7.3pp |
| Annual return | 7.14% | 16.48%-9.3pp | 24.73%-17.6pp | 1364.94%-1357.8pp |
| Employer contribution / active EE | $3,199 | $1,882+70.0% | $2,463+29.9% | $2,623+22.0% |
| Participant deferral / active EE | $6,894 | $3,229+113.5% | $3,883+77.6% | $4,346+58.6% |
| Admin fee / account holder | $7,252 | $1,934+274.9% | $5,768+25.7% | $1,942+273.5% |