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 | $99,385 | $54,705+81.7% | $71,209+39.6% | $84,808+17.2% |
| Participation rate | 98.1% | 64.1%+34.1pp | 73.8%+24.4pp | 68.3%+29.8pp |
| Annual return | 16.42% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $9,326 | $2,158+332.2% | $2,721+242.8% | $2,631+254.5% |
| Participant deferral / active EE | $8,024 | $3,030+164.8% | $4,175+92.2% | $4,212+90.5% |
| Admin fee / account holder | $20,839 | $4,863+328.5% | $5,349+289.6% | $7,344+183.8% |