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 | $150,195 | $86,286+74.1% | $111,297+34.9% | $85,850+75.0% |
| Participation rate | 90.2% | 73.3%+16.9pp | 77.3%+12.9pp | 69.3%+20.9pp |
| Annual return | 11.88% | 19.99%-8.1pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,094 | $2,043-46.5% | $2,731-59.9% | $2,565-57.4% |
| Participant deferral / active EE | $4,841 | $3,641+33.0% | $4,487+7.9% | $3,952+22.5% |
| Admin fee / account holder | $7,585 | $8,188-7.4% | $7,964-4.8% | $6,260+21.2% |