Filed October 14, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,683 | $101,317-66.8% | $146,958-77.1% | $74,495-54.8% |
| Participation rate | 90.6% | 75.5%+15.0pp | 82.2%+8.4pp | 67.2%+23.4pp |
| Annual return | 10.97% | 8730.91%-8719.9pp | 418.34%-407.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,048 | $3,810-46.2% | $4,933-58.5% | $2,623-21.9% |
| Participant deferral / active EE | $3,787 | $7,303-48.1% | $8,070-53.1% | $4,346-12.9% |
| Admin fee / account holder | $3,134 | $1,739+80.3% | $12,998-75.9% | $1,942+61.4% |