Filed January 23, 2025
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 | $91,486 | $100,041-8.6% | $149,718-38.9% | $70,131+30.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 7.96% | 27.43%-19.5pp | 1501.63%-1493.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,902 | $3,662-48.1% | $5,445-65.1% | $2,342-18.8% |
| Participant deferral / active EE | $3,867 | $4,983-22.4% | $6,569-41.1% | $3,332+16.1% |
| Admin fee / account holder | $6,349 | $8,286-23.4% | $11,283-43.7% | $4,645+36.7% |