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 | $100,014 | $56,484+77.1% | $169,463-41.0% | $64,186+55.8% |
| Participation rate | 96.7% | 64.5%+32.2pp | 77.8%+19.0pp | 69.6%+27.2pp |
| Annual return | -4.34% | -1.55%-2.8pp | 1.83%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,696 | $1,832-7.4% | $4,159-59.2% | $2,381-28.8% |
| Participant deferral / active EE | $8,942 | $3,448+159.4% | $5,277+69.5% | $3,470+157.7% |
| Admin fee / account holder | $6,509 | $4,174+55.9% | $9,109-28.5% | $4,888+33.2% |