Filed April 16, 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 8-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 | $62,689 | $54,705+14.6% | $71,209-12.0% | $84,808-26.1% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+23.0pp | 68.3%+28.4pp |
| Annual return | 25.42% | 35.90%-10.5pp | 282.51%-257.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $3,484 | $2,158+61.5% | $2,721+28.1% | $2,631+32.4% |
| Participant deferral / active EE | $7,950 | $3,030+162.3% | $4,175+90.4% | $4,212+88.8% |
| Admin fee / account holder | $6,462 | $4,863+32.9% | $5,349+20.8% | $7,344-12.0% |