Filed May 6, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,607 | $89,753+31.0% | $107,525+9.4% | $84,808+38.7% |
| Participation rate | 73.1% | 68.1%+5.0pp | 75.1%-2.0pp | 68.3%+4.8pp |
| Annual return | 11.00% | 29.48%-18.5pp | 181.32%-170.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $5,313 | $3,113+70.6% | $3,754+41.5% | $2,631+101.9% |
| Participant deferral / active EE | $8,606 | $4,056+112.2% | $5,116+68.2% | $4,212+104.3% |
| Admin fee / account holder | $15,785 | $7,222+118.6% | $8,919+77.0% | $7,344+114.9% |