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 | $54,241 | $157,256-65.5% | $141,162-61.6% | $152,861-64.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.65% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,975 | $5,261-43.4% | $4,735-37.2% | $4,762-37.5% |
| Participant deferral / active EE | $6,896 | $7,109-3.0% | $6,709+2.8% | $5,850+17.9% |
| Admin fee / account holder | $15,560 | $12,120+28.4% | $10,261+51.6% | $11,596+34.2% |