Filed April 16, 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 | $121,281 | $109,881+10.4% | $150,045-19.2% | $84,808+43.0% |
| Participation rate | 97.0% | 76.1%+20.9pp | 82.3%+14.6pp | 68.3%+28.7pp |
| Annual return | 18.07% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,139 | $3,561-11.9% | $4,693-33.1% | $2,631+19.3% |
| Participant deferral / active EE | $7,584 | $6,636+14.3% | $7,997-5.2% | $4,212+80.1% |
| Admin fee / account holder | $4,841 | $8,568-43.5% | $13,435-64.0% | $7,344-34.1% |