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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,514 | $56,053+29.4% | $75,972-4.6% | $80,856-10.3% |
| Participation rate | 68.3% | 62.0%+6.3pp | 69.1%-0.8pp | 67.6%+0.7pp |
| Annual return | 13.61% | 20.53%-6.9pp | 359.55%-345.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,105 | $1,874+65.7% | $2,685+15.6% | $2,755+12.7% |
| Participant deferral / active EE | $5,019 | $3,052+64.5% | $4,255+17.9% | $4,296+16.8% |
| Admin fee / account holder | $9,865 | $5,234+88.5% | $6,467+52.5% | $6,918+42.6% |