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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,208 | $137,414-24.2% | $189,513-45.0% | $85,850+21.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 18.19% | 38.14%-20.0pp | 555.15%-537.0pp | 318.53%-300.3pp |
| Employer contribution / active EE | $2,111 | $4,344-51.4% | $6,162-65.7% | $2,565-17.7% |
| Participant deferral / active EE | $4,313 | $6,260-31.1% | $8,221-47.5% | $3,952+9.2% |
| Admin fee / account holder | $14,119 | $8,630+63.6% | $12,045+17.2% | $6,260+125.6% |