Filed June 3, 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 | $68,935 | $51,175+34.7% | $70,515-2.2% | $75,163-8.3% |
| Participation rate | 73.5% | 60.9%+12.6pp | 68.3%+5.2pp | 67.2%+6.3pp |
| Annual return | 17.12% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $3,103 | $1,826+69.9% | $2,973+4.4% | $2,670+16.2% |
| Participant deferral / active EE | $5,081 | $2,849+78.3% | $4,567+11.3% | $4,125+23.2% |
| Admin fee / account holder | $5,879 | $4,091+43.7% | $6,412-8.3% | $5,651+4.0% |