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 | $123,653 | $106,515+16.1% | $96,683+27.9% | $139,434-11.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.08% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,662 | $4,103-35.1% | $3,737-28.8% | $4,751-44.0% |
| Participant deferral / active EE | $13,531 | $5,454+148.1% | $4,878+177.4% | $6,710+101.6% |
| Admin fee / account holder | $923 | $7,877-88.3% | $6,730-86.3% | $11,403-91.9% |