Filed March 14, 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 | $107,320 | $115,770-7.3% | $101,248+6.0% | $158,922-32.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 36.85% | 56.14%-19.3pp | 46.47%-9.6pp | 302.83%-266.0pp |
| Employer contribution / active EE | $13,664 | $4,175+227.3% | $3,660+273.4% | $4,761+187.0% |
| Participant deferral / active EE | $15,021 | $4,957+203.0% | $4,370+243.7% | $5,982+151.1% |
| Admin fee / account holder | $1,377 | $7,245-81.0% | $5,945-76.8% | $11,246-87.8% |