Filed September 8, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,526 | $209,832-75.4% | $189,513-72.8% | $167,490-69.2% |
| Participation rate | 88.9% | 88.7%+0.2pp | 87.8%+1.1pp | 82.1%+6.8pp |
| Annual return | 8.20% | 748.27%-740.1pp | 555.15%-546.9pp | 478.56%-470.4pp |
| Employer contribution / active EE | $2,164 | $6,914-68.7% | $6,162-64.9% | $4,837-55.3% |
| Participant deferral / active EE | $3,351 | $8,935-62.5% | $8,221-59.2% | $6,341-47.2% |
| Admin fee / account holder | $4,535 | $14,293-68.3% | $12,045-62.3% | $12,309-63.2% |