Filed April 14, 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 | $93,875 | $48,795+92.4% | $65,493+43.3% | $84,808+10.7% |
| Participation rate | 78.9% | 67.0%+12.0pp | 73.1%+5.9pp | 68.3%+10.6pp |
| Annual return | 13.46% | 20.20%-6.7pp | 982.45%-969.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $4,361 | $1,930+126.0% | $2,574+69.4% | $2,631+65.7% |
| Participant deferral / active EE | $3,846 | $2,928+31.3% | $3,961-2.9% | $4,212-8.7% |
| Admin fee / account holder | $2,822 | $3,877-27.2% | $5,028-43.9% | $7,344-61.6% |