Filed May 1, 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 | $63,964 | $67,606-5.4% | $82,313-22.3% | $70,131-8.8% |
| Participation rate | 87.2% | 72.8%+14.5pp | 76.9%+10.3pp | 69.5%+17.7pp |
| Annual return | 14.66% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $421 | $1,755-76.0% | $2,428-82.6% | $2,342-82.0% |
| Participant deferral / active EE | $3,867 | $2,987+29.5% | $3,706+4.3% | $3,332+16.1% |
| Admin fee / account holder | $6,965 | $4,512+54.4% | $5,608+24.2% | $4,645+49.9% |