Filed November 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,092 | $77,899-81.9% | $149,673-90.6% | $75,163-81.3% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 7.38% | 31.72%-24.3pp | 134.42%-127.0pp | 160.62%-153.2pp |
| Employer contribution / active EE | $685 | $3,137-78.2% | $4,818-85.8% | $2,670-74.3% |
| Participant deferral / active EE | $1,142 | $3,411-66.5% | $5,680-79.9% | $4,125-72.3% |
| Admin fee / account holder | $1,323 | $5,956-77.8% | $13,210-90.0% | $5,651-76.6% |