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 | $100,541 | $58,208+72.7% | $81,812+22.9% | $80,856+24.3% |
| Participation rate | 94.5% | 63.4%+31.1pp | 72.3%+22.2pp | 67.6%+26.9pp |
| Annual return | 13.22% | 41.66%-28.4pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $7,190 | $2,340+207.3% | $2,912+146.9% | $2,755+161.0% |
| Participant deferral / active EE | $6,432 | $3,281+96.0% | $4,319+48.9% | $4,296+49.7% |
| Admin fee / account holder | $31,480 | $4,981+532.0% | $7,386+326.2% | $6,918+355.0% |