Filed February 7, 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 | $118,848 | $43,504+173.2% | $68,793+72.8% | $56,287+111.1% |
| Participation rate | 81.4% | 67.8%+13.5pp | 72.2%+9.1pp | 69.9%+11.5pp |
| Annual return | -6.49% | -3.15%-3.3pp | -4.63%-1.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,719 | $1,525+78.3% | $2,625+3.6% | $2,111+28.8% |
| Participant deferral / active EE | $5,506 | $2,509+119.5% | $3,311+66.3% | $3,350+64.4% |
| Admin fee / account holder | $2,324 | $515+351.3% | $5,131-54.7% | $521+346.1% |