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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,299 | $107,334-1.9% | $92,893+13.4% | $152,861-31.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 9.97% | 145.58%-135.6pp | 109.41%-99.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $2,845 | $4,221-32.6% | $3,653-22.1% | $4,762-40.3% |
| Participant deferral / active EE | $13,102 | $4,845+170.4% | $4,236+209.3% | $5,850+124.0% |
| Admin fee / account holder | $500 | $7,079-92.9% | $5,794-91.4% | $11,596-95.7% |