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 | $109,838 | $51,576+113.0% | $129,207-15.0% | $80,856+35.8% |
| Participation rate | 94.3% | 57.0%+37.3pp | 69.6%+24.7pp | 67.6%+26.6pp |
| Annual return | 21.41% | 20.81%+0.6pp | 9417.33%-9395.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $6,196 | $1,584+291.2% | $4,153+49.2% | $2,755+124.9% |
| Participant deferral / active EE | $8,357 | $2,669+213.1% | $4,168+100.5% | $4,296+94.5% |
| Admin fee / account holder | $10,932 | $4,305+153.9% | $7,715+41.7% | $6,918+58.0% |