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.
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 | $43,456 | $77,899-44.2% | $149,673-71.0% | $75,163-42.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 23.52% | 31.72%-8.2pp | 134.42%-110.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,515 | $3,137-19.8% | $4,818-47.8% | $2,670-5.8% |
| Participant deferral / active EE | $2,640 | $3,411-22.6% | $5,680-53.5% | $4,125-36.0% |
| Admin fee / account holder | $3,387 | $5,956-43.1% | $13,210-74.4% | $5,651-40.1% |