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 | $70,469 | $77,813-9.4% | $123,544-43.0% | $64,186+9.8% |
| Participation rate | 82.4% | 74.7%+7.6pp | 82.3%+0.1pp | 69.6%+12.8pp |
| Annual return | -4.83% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,319 | $3,014-23.0% | $4,628-49.9% | $2,381-2.6% |
| Participant deferral / active EE | $5,612 | $5,240+7.1% | $6,426-12.7% | $3,470+61.8% |
| Admin fee / account holder | $4,034 | $5,519-26.9% | $9,284-56.5% | $4,888-17.5% |