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 | $79,790 | $69,515+14.8% | $86,874-8.2% | $85,850-7.1% |
| Participation rate | 86.2% | 66.3%+19.9pp | 71.6%+14.6pp | 69.3%+16.9pp |
| Annual return | 10.26% | 20.12%-9.9pp | 63.52%-53.3pp | 318.53%-308.3pp |
| Employer contribution / active EE | $1,544 | $1,880-17.9% | $2,495-38.1% | $2,565-39.8% |
| Participant deferral / active EE | $3,103 | $2,919+6.3% | $3,699-16.1% | $3,952-21.5% |
| Admin fee / account holder | $19,015 | $5,972+218.4% | $5,828+226.3% | $6,260+203.8% |