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 | $53,249 | $59,101-9.9% | $77,163-31.0% | $75,163-29.2% |
| Participation rate | 76.3% | 63.9%+12.4pp | 69.6%+6.7pp | 67.2%+9.1pp |
| Annual return | 12.57% | 26.71%-14.1pp | 37.87%-25.3pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,382 | $1,995-30.7% | $2,535-45.5% | $2,670-48.2% |
| Participant deferral / active EE | $2,588 | $2,999-13.7% | $3,833-32.5% | $4,125-37.3% |
| Admin fee / account holder | $7,192 | $4,774+50.7% | $5,472+31.4% | $5,651+27.3% |