Filed April 3, 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 | $63,158 | $176,056-64.1% | $159,436-60.4% | $167,490-62.3% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 18.11% | 331.75%-313.6pp | 263.57%-245.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,395 | $5,297-54.8% | $4,829-50.4% | $4,837-50.5% |
| Participant deferral / active EE | $7,618 | $7,750-1.7% | $7,352+3.6% | $6,341+20.1% |
| Admin fee / account holder | $18,120 | $12,554+44.3% | $10,799+67.8% | $12,309+47.2% |