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 | $136,287 | $54,229+151.3% | $70,092+94.4% | $68,494+99.0% |
| Participation rate | 80.2% | 64.5%+15.7pp | 70.5%+9.7pp | 67.9%+12.3pp |
| Annual return | -17.92% | -13.87%-4.1pp | 190.73%-208.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,312 | $2,018+64.1% | $2,559+29.4% | $2,596+27.6% |
| Participant deferral / active EE | $7,214 | $2,956+144.1% | $3,849+87.4% | $4,027+79.1% |
| Admin fee / account holder | $22,227 | $4,694+373.5% | $6,267+254.7% | $5,403+311.4% |