Filed June 5, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,571 | $85,202-57.1% | $172,739-78.8% | $72,985-49.9% |
| Participation rate | 46.0% | 70.1%-24.1pp | 82.6%-36.6pp | 69.5%-23.5pp |
| Annual return | 25.72% | 27.32%-1.6pp | 802.84%-777.1pp | 81.00%-55.3pp |
| Employer contribution / active EE | $2,898 | $3,324-12.8% | $5,143-43.6% | $2,440+18.8% |
| Participant deferral / active EE | $3,051 | $3,260-6.4% | $5,198-41.3% | $3,607-15.4% |
| Admin fee / account holder | $940 | $5,884-84.0% | $13,954-93.3% | $5,124-81.7% |