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 | $45,825 | $55,415-17.3% | $155,509-70.5% | $74,495-38.5% |
| Participation rate | 74.0% | 61.9%+12.1pp | 78.2%-4.2pp | 67.2%+6.8pp |
| Annual return | 13.35% | 268.50%-255.1pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,550 | $2,267+12.5% | $4,672-45.4% | $2,623-2.8% |
| Participant deferral / active EE | $3,292 | $2,836+16.1% | $5,626-41.5% | $4,346-24.3% |
| Admin fee / account holder | $13,772 | $1,738+692.3% | $15,912-13.4% | $1,942+609.3% |