Filed November 4, 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 9-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 | $41,516 | $93,571-55.6% | $135,903-69.5% | $75,163-44.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.88% | 30.90%-11.0pp | 68.23%-48.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $9,149 | $3,537+158.7% | $4,856+88.4% | $2,670+242.7% |
| Participant deferral / active EE | $5,456 | $6,404-14.8% | $7,758-29.7% | $4,125+32.3% |
| Admin fee / account holder | $1,497 | $6,975-78.5% | $10,762-86.1% | $5,651-73.5% |