Filed December 18, 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 | $39,720 | $135,952-70.8% | $123,892-67.9% | $273,961-85.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.34% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,471 | $5,170-52.2% | $4,617-46.5% | $4,869-49.2% |
| Participant deferral / active EE | $4,720 | $6,343-25.6% | $5,984-21.1% | $5,287-10.7% |
| Admin fee / account holder | $1,480 | $9,817-84.9% | $8,357-82.3% | $10,132-85.4% |