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 | $203,801 | $53,127+283.6% | $86,590+135.4% | $70,131+190.6% |
| Participation rate | 97.6% | 65.3%+32.3pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 19.33% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $7,193 | $2,068+247.8% | $2,839+153.3% | $2,342+207.1% |
| Participant deferral / active EE | $12,024 | $2,696+346.0% | $3,609+233.2% | $3,332+260.9% |
| Admin fee / account holder | $14,551 | $3,585+305.8% | $4,906+196.6% | $4,645+213.2% |