Filed April 30, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $128,587 | $70,606+82.1% | $53,898+138.6% | $142,382-9.7% |
| Participation rate | 42.1% | 63.7%-21.6pp | 55.0%-12.9pp | 80.1%-38.0pp |
| Annual return | 16.04% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $5,360 | $1,202+345.9% | $932+475.0% | $4,299+24.7% |
| Participant deferral / active EE | $7,293 | $2,364+208.5% | $1,826+299.3% | $6,507+12.1% |
| Admin fee / account holder | $1,434 | $2,852-49.7% | $2,491-42.4% | $12,624-88.6% |