Filed February 19, 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 | $124,618 | $52,519+137.3% | $155,790-20.0% | $59,632+109.0% |
| Participation rate | 96.6% | 61.7%+34.8pp | 76.1%+20.5pp | 68.7%+27.9pp |
| Annual return | 5.29% | 53.51%-48.2pp | 71.54%-66.3pp | 2041.28%-2036.0pp |
| Employer contribution / active EE | $1,276 | $1,589-19.7% | $3,836-66.7% | $2,203-42.1% |
| Participant deferral / active EE | $7,505 | $3,084+143.3% | $4,797+56.5% | $3,192+135.1% |
| Admin fee / account holder | $5,473 | $3,540+54.6% | $7,478-26.8% | $4,297+27.4% |