Filed May 2, 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 | $150,080 | $45,152+232.4% | $73,843+103.2% | $59,632+151.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.61% | 27.40%-29.0pp | 2267.84%-2269.5pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $5,852 | $1,902+207.7% | $2,787+110.0% | $2,203+165.7% |
| Participant deferral / active EE | $10,198 | $2,574+296.2% | $3,583+184.6% | $3,192+219.5% |
| Admin fee / account holder | $3,455 | $3,516-1.7% | $4,880-29.2% | $4,297-19.6% |