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 | $180,646 | $59,584+203.2% | $86,874+107.9% | $79,386+127.6% |
| Participation rate | 85.1% | 67.7%+17.5pp | 71.6%+13.5pp | 70.7%+14.4pp |
| Annual return | 12.38% | 23.15%-10.8pp | 63.52%-51.1pp | 116.85%-104.5pp |
| Employer contribution / active EE | $3,013 | $1,768+70.5% | $2,495+20.8% | $2,427+24.1% |
| Participant deferral / active EE | $6,874 | $3,036+126.4% | $3,699+85.8% | $4,046+69.9% |
| Admin fee / account holder | $2,151 | $604+256.1% | $5,828-63.1% | $626+243.4% |