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 | $68,507 | $90,600-24.4% | $79,464-13.8% | $135,375-49.4% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -2.94% | 977.43%-980.4pp | 718.14%-721.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $2,955 | $3,068-3.7% | $2,800+5.5% | $4,779-38.2% |
| Participant deferral / active EE | $5,255 | $4,050+29.7% | $3,704+41.9% | $5,609-6.3% |
| Admin fee / account holder | $3,225 | $5,907-45.4% | $5,113-36.9% | $10,827-70.2% |