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 | $47,479+97.7% | $62,929+49.2% | $82,448+13.9% |
| Participation rate | 78.9% | 66.9%+12.1pp | 73.1%+5.8pp | 68.1%+10.9pp |
| Annual return | 13.46% | 20.34%-6.9pp | 1063.93%-1050.5pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,361 | $1,885+131.3% | $2,505+74.1% | $2,551+70.9% |
| Participant deferral / active EE | $3,846 | $2,870+34.0% | $3,888-1.1% | $4,139-7.1% |
| Admin fee / account holder | $2,822 | $3,804-25.8% | $5,065-44.3% | $7,234-61.0% |