Filed April 18, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,464 | $48,076+104.8% | $78,689+25.1% | $62,891+56.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.55% | 31.35%-30.8pp | 62.18%-61.6pp | 20.14%-19.6pp |
| Employer contribution / active EE | $6,491 | $2,015+222.2% | $2,851+127.7% | $2,281+184.6% |
| Participant deferral / active EE | $3,824 | $2,588+47.8% | $3,517+8.7% | $3,203+19.4% |
| Admin fee / account holder | $6,595 | $3,207+105.6% | $4,510+46.2% | $4,296+53.5% |