Filed May 2, 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 | $175,605 | $81,460+115.6% | $103,333+69.9% | $80,856+117.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.18% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $8,445 | $3,105+172.0% | $3,868+118.3% | $2,755+206.6% |
| Participant deferral / active EE | $8,047 | $3,869+108.0% | $5,057+59.1% | $4,296+87.3% |
| Admin fee / account holder | $15,477 | $6,566+135.7% | $8,355+85.2% | $6,918+123.7% |