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 | $43,406 | $138,044-68.6% | $125,339-65.4% | $134,475-67.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.90% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $3,759 | $5,243-28.3% | $4,814-21.9% | $4,740-20.7% |
| Participant deferral / active EE | $11,593 | $7,799+48.7% | $7,446+55.7% | $6,400+81.2% |
| Admin fee / account holder | $22,152 | $11,571+91.4% | $10,010+121.3% | $11,426+93.9% |