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 | $128,603-64.0% | $197,124-76.5% | $67,986-32.0% |
| Participation rate | 95.4% | 81.7%+13.7pp | 86.7%+8.7pp | 57.2%+38.2pp |
| Annual return | 17.33% | 23.77%-6.4pp | 44.34%-27.0pp | 31.67%-14.3pp |
| Employer contribution / active EE | $2,716 | $4,379-38.0% | $6,227-56.4% | $2,019+34.6% |
| Participant deferral / active EE | $5,751 | $6,840-15.9% | $9,135-37.0% | $3,358+71.2% |
| Admin fee / account holder | $5,633 | $3,035+85.6% | $16,298-65.4% | $3,203+75.8% |