Filed April 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 | $63,190 | $90,503-30.2% | $78,689-19.7% | $273,961-76.9% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 5.18% | 75.60%-70.4pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,299 | $3,176+3.9% | $2,851+15.7% | $4,869-32.2% |
| Participant deferral / active EE | $6,619 | $3,901+69.7% | $3,517+88.2% | $5,287+25.2% |
| Admin fee / account holder | $1,779 | $5,263-66.2% | $4,510-60.5% | $10,132-82.4% |