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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,944 | $77,813+4.0% | $123,544-34.5% | $64,186+26.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.31% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $9,681 | $3,014+221.2% | $4,628+109.2% | $2,381+306.6% |
| Participant deferral / active EE | $6,052 | $5,240+15.5% | $6,426-5.8% | $3,470+74.4% |
| Admin fee / account holder | $4,515 | $5,519-18.2% | $9,284-51.4% | $4,888-7.6% |