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 | $150,653 | $111,754+34.8% | $103,333+45.8% | $145,922+3.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 24.77%-11.8pp | 24.88%-11.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,637 | $4,212-37.4% | $3,868-31.8% | $4,660-43.4% |
| Participant deferral / active EE | $13,816 | $5,619+145.9% | $5,057+173.2% | $6,688+106.6% |
| Admin fee / account holder | $1,154 | $9,750-88.2% | $8,355-86.2% | $13,397-91.4% |