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 | $72,085 | $148,534-51.5% | $135,903-47.0% | $139,434-48.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.32% | 79.19%-56.9pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,369 | $5,243-35.7% | $4,856-30.6% | $4,751-29.1% |
| Participant deferral / active EE | $7,609 | $8,100-6.1% | $7,758-1.9% | $6,710+13.4% |
| Admin fee / account holder | $4,335 | $12,400-65.0% | $10,762-59.7% | $11,403-62.0% |