Filed March 14, 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 | $23,960 | $84,233-71.6% | $170,442-85.9% | $70,131-65.8% |
| Participation rate | 84.7% | 70.8%+13.9pp | 83.6%+1.1pp | 69.5%+15.2pp |
| Annual return | 24.18% | 23.06%+1.1pp | 205.93%-181.7pp | 73.14%-49.0pp |
| Employer contribution / active EE | $697 | $3,387-79.4% | $5,433-87.2% | $2,342-70.2% |
| Participant deferral / active EE | $3,550 | $3,086+15.0% | $4,939-28.1% | $3,332+6.5% |
| Admin fee / account holder | $1,263 | $5,698-77.8% | $13,880-90.9% | $4,645-72.8% |