Filed January 15, 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.)
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 | $46,260 | $132,049-65.0% | $200,582-76.9% | $74,304-37.7% |
| Participation rate | 95.4% | 84.1%+11.3pp | 86.9%+8.5pp | 60.3%+35.1pp |
| Annual return | 17.33% | 22.22%-4.9pp | 42.33%-25.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $2,716 | $4,558-40.4% | $6,419-57.7% | $2,241+21.2% |
| Participant deferral / active EE | $5,751 | $7,213-20.3% | $9,331-38.4% | $3,767+52.6% |
| Admin fee / account holder | $5,633 | $2,405+134.2% | $16,305-65.5% | $2,969+89.7% |