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 | $90,939 | $125,758-27.7% | $169,993-46.5% | $75,163+21.0% |
| Participation rate | 97.6% | 83.6%+14.1pp | 87.0%+10.6pp | 67.2%+30.5pp |
| Annual return | 7.02% | 27.20%-20.2pp | 53.37%-46.4pp | 160.62%-153.6pp |
| Employer contribution / active EE | $2,139 | $4,615-53.7% | $6,785-68.5% | $2,670-19.9% |
| Participant deferral / active EE | $3,613 | $6,837-47.2% | $10,408-65.3% | $4,125-12.4% |
| Admin fee / account holder | $19,831 | $8,173+142.6% | $12,815+54.7% | $5,651+250.9% |