Filed April 28, 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 | $205,537 | $89,355+130.0% | $141,162+45.6% | $72,985+181.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.40% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $9,853 | $3,114+216.4% | $4,735+108.1% | $2,440+303.8% |
| Participant deferral / active EE | $8,491 | $5,418+56.7% | $6,709+26.6% | $3,607+135.4% |
| Admin fee / account holder | $5,835 | $5,958-2.1% | $10,261-43.1% | $5,124+13.9% |