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 | $100,342 | $110,094-8.9% | $151,611-33.8% | $68,494+46.5% |
| Participation rate | 97.6% | 84.0%+13.7pp | 87.5%+10.1pp | 67.9%+29.7pp |
| Annual return | -12.35% | -10.12%-2.2pp | 3.33%-15.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,085 | $4,471-53.4% | $6,166-66.2% | $2,596-19.7% |
| Participant deferral / active EE | $4,098 | $6,527-37.2% | $8,363-51.0% | $4,027+1.8% |
| Admin fee / account holder | $4,551 | $7,719-41.0% | $11,616-60.8% | $5,403-15.8% |