Filed December 26, 2024
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 | $29,796 | $100,773-70.4% | $88,946-66.5% | $142,382-79.1% |
| Participation rate | 95.2% | 74.3%+21.0pp | 68.8%+26.4pp | 80.1%+15.1pp |
| Annual return | 17.52% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,459 | $2,918+52.8% | $2,555+74.5% | $4,299+3.7% |
| Participant deferral / active EE | $1,614 | $5,230-69.1% | $4,581-64.8% | $6,507-75.2% |
| Admin fee / account holder | $2,071 | $9,693-78.6% | $8,261-74.9% | $12,624-83.6% |