Filed May 5, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,858 | $52,681-3.5% | $75,781-32.9% | $59,632-14.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -3.13% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $8,186 | $2,193+273.2% | $3,323+146.3% | $2,203+271.6% |
| Participant deferral / active EE | $5,254 | $2,591+102.8% | $3,651+43.9% | $3,192+64.6% |
| Admin fee / account holder | $2,161 | $3,610-40.1% | $5,299-59.2% | $4,297-49.7% |