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 | $47,957 | $150,440-68.1% | $136,294-64.8% | $147,584-67.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.37% | 1049.08%-1030.7pp | 5155.94%-5137.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,480 | $5,256-52.8% | $4,695-47.2% | $4,876-49.1% |
| Participant deferral / active EE | $5,335 | $6,630-19.5% | $6,247-14.6% | $5,439-1.9% |
| Admin fee / account holder | $1,665 | $10,905-84.7% | $9,243-82.0% | $10,885-84.7% |