Filed February 18, 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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,221 | $110,257-89.8% | $96,544-88.4% | $139,434-92.0% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 44.22% | 26.32%+17.9pp | 25.84%+18.4pp | 372.94%-328.7pp |
| Employer contribution / active EE | $1,701 | $3,620-53.0% | $2,965-42.6% | $4,751-64.2% |
| Participant deferral / active EE | $7,342 | $5,548+32.3% | $4,851+51.4% | $6,710+9.4% |
| Admin fee / account holder | $722 | $11,591-93.8% | $8,252-91.3% | $11,403-93.7% |