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 | $81,389 | $59,097+37.7% | $82,389-1.2% | $74,304+9.5% |
| Participation rate | 59.6% | 52.8%+6.9pp | 69.5%-9.9pp | 60.3%-0.7pp |
| Annual return | 16.96% | 22.85%-5.9pp | 28.67%-11.7pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,506 | $1,601+56.6% | $2,517-0.4% | $2,241+11.8% |
| Participant deferral / active EE | $3,943 | $2,775+42.1% | $4,155-5.1% | $3,767+4.7% |
| Admin fee / account holder | $2,549 | $4,489-43.2% | $7,231-64.7% | $2,969-14.1% |