Filed April 29, 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 | $200,411 | $144,119+39.1% | $117,854+70.1% | $147,584+35.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.77% | 531.15%-517.4pp | 335.08%-321.3pp | 578.55%-564.8pp |
| Employer contribution / active EE | $12,020 | $4,896+145.5% | $3,786+217.5% | $4,876+146.5% |
| Participant deferral / active EE | $10,897 | $5,316+105.0% | $4,482+143.1% | $5,439+100.4% |
| Admin fee / account holder | $1,304 | $10,886-88.0% | $8,020-83.7% | $10,885-88.0% |