Filed January 23, 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 | $88,368 | $138,347-36.1% | $184,203-52.0% | $80,856+9.3% |
| Participation rate | 93.3% | 83.9%+9.5pp | 86.8%+6.5pp | 67.6%+25.7pp |
| Annual return | 11.80% | 20.02%-8.2pp | 28.81%-17.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,217 | $4,850-54.3% | $6,427-65.5% | $2,755-19.5% |
| Participant deferral / active EE | $3,400 | $7,071-51.9% | $9,131-62.8% | $4,296-20.8% |
| Admin fee / account holder | $13,305 | $10,483+26.9% | $13,901-4.3% | $6,918+92.3% |