Filed January 29, 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 | $220,331 | $60,124+266.5% | $90,404+143.7% | $79,858+175.9% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+27.9pp |
| Annual return | 22.76% | 71.94%-49.2pp | 1293.02%-1270.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7,305 | $2,068+253.3% | $3,262+123.9% | $2,471+195.6% |
| Participant deferral / active EE | $7,274 | $2,938+147.6% | $3,963+83.5% | $3,740+94.5% |
| Admin fee / account holder | $1,505 | $3,976-62.2% | $5,611-73.2% | $5,306-71.6% |