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 | $86,196 | $63,764+35.2% | $81,930+5.2% | $79,858+7.9% |
| Participation rate | 88.5% | 67.5%+21.0pp | 72.0%+16.5pp | 69.6%+18.8pp |
| Annual return | 15.17% | 22.66%-7.5pp | 29.49%-14.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,593 | $1,795-11.3% | $4,310-63.0% | $2,471-35.5% |
| Participant deferral / active EE | $3,188 | $2,780+14.7% | $7,107-55.1% | $3,740-14.8% |
| Admin fee / account holder | $2,276 | $4,426-48.6% | $5,158-55.9% | $5,306-57.1% |