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 | $94,990 | $123,793-23.3% | $177,821-46.6% | $79,858+18.9% |
| Participation rate | 96.7% | 84.7%+12.1pp | 87.7%+9.0pp | 69.6%+27.1pp |
| Annual return | 5.93% | 22.82%-16.9pp | 48.32%-42.4pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,979 | $4,095-51.7% | $5,918-66.6% | $2,471-19.9% |
| Participant deferral / active EE | $3,700 | $5,956-37.9% | $7,714-52.0% | $3,740-1.1% |
| Admin fee / account holder | $9,012 | $7,243+24.4% | $12,427-27.5% | $5,306+69.8% |