Filed November 12, 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 | $80,451 | $85,766-6.2% | $136,294-41.0% | $70,131+14.7% |
| Participation rate | 82.0% | 74.2%+7.8pp | 81.9%0pp | 69.5%+12.4pp |
| Annual return | 20.43% | 31.45%-11.0pp | 5155.94%-5135.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $2,452 | $2,966-17.3% | $4,695-47.8% | $2,342+4.7% |
| Participant deferral / active EE | $5,408 | $5,051+7.1% | $6,247-13.4% | $3,332+62.3% |
| Admin fee / account holder | $3,586 | $5,420-33.8% | $9,243-61.2% | $4,645-22.8% |