Filed April 11, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,914 | $55,706+84.7% | $75,886+35.6% | $72,985+41.0% |
| Participation rate | 23.5% | 61.1%-37.6pp | 69.3%-45.8pp | 69.5%-46.0pp |
| Annual return | 21.95% | 27.59%-5.6pp | 30.76%-8.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,286 | $2,634-51.2% | $3,603-64.3% | $3,607-64.4% |
| Admin fee / account holder | $2,625 | $3,978-34.0% | $5,418-51.6% | $5,124-48.8% |