Filed March 17, 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 | $69,218 | $57,016+21.4% | $84,966-18.5% | $80,856-14.4% |
| Participation rate | 82.5% | 56.3%+26.1pp | 67.5%+15.0pp | 67.6%+14.8pp |
| Annual return | 23.82% | 21.66%+2.2pp | 66.38%-42.6pp | 35.59%-11.8pp |
| Employer contribution / active EE | $3,561 | $1,798+98.1% | $2,727+30.6% | $2,755+29.3% |
| Participant deferral / active EE | $5,949 | $3,110+91.3% | $4,519+31.6% | $4,296+38.5% |
| Admin fee / account holder | $2,399 | $4,980-51.8% | $6,149-61.0% | $6,918-65.3% |