Filed January 8, 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 | $60,154 | $127,065-52.7% | $113,168-46.8% | $142,382-57.8% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 26.20% | 24.03%+2.2pp | 24.27%+1.9pp | 217.08%-190.9pp |
| Employer contribution / active EE | $2,430 | $3,442-29.4% | $2,975-18.3% | $4,299-43.5% |
| Participant deferral / active EE | $4,042 | $5,716-29.3% | $5,107-20.8% | $6,507-37.9% |
| Admin fee / account holder | $4,186 | $15,736-73.4% | $12,068-65.3% | $12,624-66.8% |