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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,616 | $148,978-37.2% | $200,582-53.3% | $84,808+10.4% |
| Participation rate | 88.5% | 84.2%+4.3pp | 86.9%+1.7pp | 68.3%+20.2pp |
| Annual return | 9.38% | 28.16%-18.8pp | 42.33%-33.0pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,973 | $4,815-59.0% | $6,419-69.3% | $2,631-25.0% |
| Participant deferral / active EE | $2,906 | $7,142-59.3% | $9,331-68.9% | $4,212-31.0% |
| Admin fee / account holder | $8,093 | $13,977-42.1% | $16,305-50.4% | $7,344+10.2% |