Filed February 4, 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 | $91,618 | $53,516+71.2% | $126,539-27.6% | $84,808+8.0% |
| Participation rate | 76.6% | 58.2%+18.3pp | 69.8%+6.8pp | 68.3%+8.3pp |
| Annual return | 16.80% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,353 | $1,535+53.3% | $3,674-36.0% | $2,631-10.6% |
| Participant deferral / active EE | $4,032 | $2,671+51.0% | $4,083-1.2% | $4,212-4.3% |
| Admin fee / account holder | $4,960 | $4,497+10.3% | $6,065-18.2% | $7,344-32.5% |