Filed January 2, 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 | $82,927 | $88,751-6.6% | $81,812+1.4% | $145,922-43.2% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.3%+19.0pp | 80.3%+11.0pp |
| Annual return | 11.63% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,739 | $3,083-43.6% | $2,912-40.3% | $4,660-62.7% |
| Participant deferral / active EE | $3,468 | $4,643-25.3% | $4,319-19.7% | $6,688-48.1% |
| Admin fee / account holder | $3,182 | $8,415-62.2% | $7,386-56.9% | $13,397-76.2% |