Filed March 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 | $72,686 | $95,416-23.8% | $185,823-60.9% | $85,850-15.3% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $2,414 | $3,314-27.1% | $5,167-53.3% | $2,565-5.9% |
| Participant deferral / active EE | $6,557 | $3,423+91.5% | $5,568+17.8% | $3,952+65.9% |
| Admin fee / account holder | $5,691 | $7,213-21.1% | $16,237-65.0% | $6,260-9.1% |