Filed December 19, 2024
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 | $120,001 | $72,492+65.5% | $87,100+37.8% | $72,985+64.4% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.9%+12.0pp | 69.5%+19.4pp |
| Annual return | 24.27% | 24.46%-0.2pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,727 | $1,894-8.8% | $2,521-31.5% | $2,440-29.2% |
| Participant deferral / active EE | $6,945 | $3,270+112.4% | $4,049+71.6% | $3,607+92.5% |
| Admin fee / account holder | $4,982 | $5,055-1.4% | $7,497-33.5% | $5,124-2.8% |