Filed May 12, 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 | $101,957 | $157,256-35.2% | $141,162-27.8% | $152,861-33.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.65% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $11,464 | $5,261+117.9% | $4,735+142.1% | $4,762+140.7% |
| Participant deferral / active EE | $6,939 | $7,109-2.4% | $6,709+3.4% | $5,850+18.6% |
| Admin fee / account holder | $1,568 | $12,120-87.1% | $10,261-84.7% | $11,596-86.5% |