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 | $53,855 | $85,766-37.2% | $136,294-60.5% | $70,131-23.2% |
| Participation rate | 91.1% | 74.2%+17.0pp | 81.9%+9.2pp | 69.5%+21.6pp |
| Annual return | 25.60% | 31.45%-5.9pp | 5155.94%-5130.3pp | 73.14%-47.5pp |
| Employer contribution / active EE | $2,242 | $2,966-24.4% | $4,695-52.2% | $2,342-4.3% |
| Participant deferral / active EE | $4,598 | $5,051-9.0% | $6,247-26.4% | $3,332+38.0% |
| Admin fee / account holder | $2,017 | $5,420-62.8% | $9,243-78.2% | $4,645-56.6% |