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 | $166,867 | $124,281+34.3% | $109,143+52.9% | $167,490-0.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.99% | 26.04%-18.1pp | 25.75%-17.8pp | 478.56%-470.6pp |
| Employer contribution / active EE | $2,553 | $4,207-39.3% | $3,722-31.4% | $4,837-47.2% |
| Participant deferral / active EE | $12,270 | $5,255+133.5% | $4,653+163.7% | $6,341+93.5% |
| Admin fee / account holder | $3,434 | $7,970-56.9% | $6,752-49.1% | $12,309-72.1% |