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 | $164,543 | $70,250+134.2% | $386,318-57.4% | $116,875+40.8% |
| Participation rate | 92.3% | 68.3%+24.1pp | 67.7%+24.6pp | 74.5%+17.8pp |
| Annual return | 16.54% | 17.57%-1.0pp | -2.64%+19.2pp | 16.29%+0.2pp |
| Employer contribution / active EE | $6,104 | $2,512+143.0% | $4,025+51.6% | $3,288+85.7% |
| Participant deferral / active EE | $8,479 | $3,180+166.6% | $3,524+140.6% | $3,885+118.3% |
| Admin fee / account holder | $6,355 | $7,267-12.5% | $16,179-60.7% | $12,263-48.2% |