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 | $69,602 | $58,927+18.1% | $76,817-9.4% | $72,985-4.6% |
| Participation rate | 89.1% | 67.3%+21.8pp | 72.1%+17.0pp | 69.5%+19.6pp |
| Annual return | 18.26% | 2305.64%-2287.4pp | 1166.11%-1147.8pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,474 | $1,787-17.5% | $2,302-36.0% | $2,440-39.6% |
| Participant deferral / active EE | $2,877 | $2,690+6.9% | $3,336-13.8% | $3,607-20.3% |
| Admin fee / account holder | $1,596 | $4,013-60.2% | $6,420-75.1% | $5,124-68.9% |