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 | $244,108 | $98,750+147.2% | $149,696+63.1% | $79,858+205.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.87% | 27.43%-10.6pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $9,195 | $3,216+185.9% | $4,644+98.0% | $2,471+272.2% |
| Participant deferral / active EE | $8,514 | $5,680+49.9% | $6,842+24.4% | $3,740+127.6% |
| Admin fee / account holder | $6,243 | $6,053+3.1% | $9,309-32.9% | $5,306+17.6% |