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 | $118,048 | $53,127+122.2% | $86,590+36.3% | $70,131+68.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.91% | 27.66%-15.7pp | 964.84%-952.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $7,727 | $2,068+273.6% | $2,839+172.2% | $2,342+229.9% |
| Participant deferral / active EE | $5,570 | $2,696+106.6% | $3,609+54.4% | $3,332+67.2% |
| Admin fee / account holder | $5,905 | $3,585+64.7% | $4,906+20.4% | $4,645+27.1% |