Filed April 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,501 | $197,591-82.0% | $177,821-80.0% | $158,922-77.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 21.20% | 58.76%-37.6pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $951 | $6,697-85.8% | $5,918-83.9% | $4,761-80.0% |
| Participant deferral / active EE | $2,065 | $8,405-75.4% | $7,714-73.2% | $5,982-65.5% |
| Admin fee / account holder | $2,139 | $15,399-86.1% | $12,427-82.8% | $11,246-81.0% |