Filed March 6, 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.
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 | $8,603 | $57,016-84.9% | $84,966-89.9% | $80,856-89.4% |
| Participation rate | 87.5% | 56.3%+31.2pp | 67.5%+20.0pp | 67.6%+19.9pp |
| Annual return | 13.46% | 21.66%-8.2pp | 66.38%-52.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $6,769 | $1,798+276.5% | $2,727+148.2% | $2,755+145.7% |
| Participant deferral / active EE | $0 | $3,110-100.0% | $4,519-100.0% | $4,296-100.0% |
| Admin fee / account holder | $647 | $4,980-87.0% | $6,149-89.5% | $6,918-90.7% |