Filed February 14, 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 | $16,172 | $55,415-70.8% | $155,509-89.6% | $74,495-78.3% |
| Participation rate | 87.0% | 61.9%+25.1pp | 78.2%+8.9pp | 67.2%+19.8pp |
| Annual return | 13.47% | 268.50%-255.0pp | 64.67%-51.2pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $907 | $2,267-60.0% | $4,672-80.6% | $2,623-65.4% |
| Participant deferral / active EE | $2,047 | $2,836-27.8% | $5,626-63.6% | $4,346-52.9% |
| Admin fee / account holder | $1,268 | $1,738-27.1% | $15,912-92.0% | $1,942-34.7% |