Filed March 25, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,033 | $89,753+51.6% | $107,525+26.5% | $84,808+60.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.88% | 29.48%-17.6pp | 181.32%-169.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $6,662 | $3,113+114.0% | $3,754+77.5% | $2,631+153.2% |
| Participant deferral / active EE | $7,436 | $4,056+83.3% | $5,116+45.4% | $4,212+76.6% |
| Admin fee / account holder | $4,799 | $7,222-33.5% | $8,919-46.2% | $7,344-34.6% |