Filed May 8, 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 | $70,147 | $48,570+44.4% | $130,648-46.3% | $72,985-3.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 3.32% | 38.63%-35.3pp | 1708.96%-1705.6pp | 81.00%-77.7pp |
| Employer contribution / active EE | $6,330 | $1,334+374.5% | $4,092+54.7% | $2,440+159.4% |
| Participant deferral / active EE | $5,417 | $2,384+127.2% | $3,603+50.4% | $3,607+50.2% |
| Admin fee / account holder | $873 | $3,549-75.4% | $5,464-84.0% | $5,124-83.0% |