Filed January 24, 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 | $26,427 | $101,317-73.9% | $146,958-82.0% | $74,495-64.5% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.1pp | 67.2%+21.0pp |
| Annual return | 28.89% | 8730.91%-8702.0pp | 418.34%-389.5pp | 1364.94%-1336.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,219 | $7,303+39.9% | $8,070+26.6% | $4,346+135.2% |
| Admin fee / account holder | $2,846 | $1,739+63.7% | $12,998-78.1% | $1,942+46.6% |