Filed April 7, 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 | $86,840 | $109,413-20.6% | $156,263-44.4% | $84,808+2.4% |
| Participation rate | 76.3% | 72.7%+3.6pp | 78.9%-2.6pp | 68.3%+8.0pp |
| Annual return | 14.89% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,918 | $2,907-34.0% | $4,333-55.7% | $2,631-27.1% |
| Participant deferral / active EE | $4,151 | $4,590-9.5% | $6,158-32.6% | $4,212-1.4% |
| Admin fee / account holder | $20,393 | $9,357+118.0% | $14,255+43.1% | $7,344+177.7% |