Filed January 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,875 | $153,772-76.0% | $133,980-72.5% | $273,961-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.91% | 36.51%-20.6pp | 29.30%-13.4pp | 41.45%-25.5pp |
| Employer contribution / active EE | $6,505 | $6,029+7.9% | $5,211+24.8% | $4,869+33.6% |
| Participant deferral / active EE | $4,752 | $6,958-31.7% | $6,282-24.4% | $5,287-10.1% |
| Admin fee / account holder | $588 | $11,765-95.0% | $9,324-93.7% | $10,132-94.2% |