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 | $211,689 | $135,635+56.1% | $110,238+92.0% | $135,375+56.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.18% | 513.19%-516.4pp | 314.74%-317.9pp | 519.73%-522.9pp |
| Employer contribution / active EE | $12,523 | $4,906+155.3% | $3,826+227.3% | $4,779+162.1% |
| Participant deferral / active EE | $12,476 | $5,506+126.6% | $4,672+167.0% | $5,609+122.4% |
| Admin fee / account holder | $1,091 | $11,457-90.5% | $8,547-87.2% | $10,827-89.9% |