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 | $64,368 | $99,020-35.0% | $86,590-25.7% | $147,584-56.4% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 11.81% | 1312.34%-1300.5pp | 964.84%-953.0pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,545 | $3,132-18.7% | $2,839-10.4% | $4,876-47.8% |
| Participant deferral / active EE | $4,096 | $3,972+3.1% | $3,609+13.5% | $5,439-24.7% |
| Admin fee / account holder | $4,716 | $5,710-17.4% | $4,906-3.9% | $10,885-56.7% |