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 | $77,507 | $48,750+59.0% | $88,946-12.9% | $74,304+4.3% |
| Participation rate | 89.2% | 44.5%+44.7pp | 68.8%+20.4pp | 60.3%+28.9pp |
| Annual return | 19.13% | 25.91%-6.8pp | 57.82%-38.7pp | 29.43%-10.3pp |
| Employer contribution / active EE | $3,200 | $1,255+155.0% | $2,555+25.3% | $2,241+42.8% |
| Participant deferral / active EE | $6,975 | $2,423+187.9% | $4,581+52.3% | $3,767+85.2% |
| Admin fee / account holder | $6,645 | $3,756+76.9% | $8,261-19.6% | $2,969+123.8% |