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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,770 | $46,674+128.8% | $117,472-9.1% | $68,494+55.9% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | 3.83% | -14.52%+18.4pp | 29.74%-25.9pp | -7.84%+11.7pp |
| Employer contribution / active EE | $6,244 | $1,505+315.0% | $4,176+49.5% | $2,596+140.5% |
| Participant deferral / active EE | $7,706 | $2,636+192.3% | $4,070+89.3% | $4,027+91.3% |
| Admin fee / account holder | $13,326 | $4,020+231.5% | $5,645+136.1% | $5,403+146.7% |