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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,354 | $214,378-83.0% | $200,582-81.9% | $142,382-74.5% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 13.80% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $3,030 | $6,841-55.7% | $6,419-52.8% | $4,299-29.5% |
| Participant deferral / active EE | $3,434 | $9,865-65.2% | $9,331-63.2% | $6,507-47.2% |
| Admin fee / account holder | $7,635 | $17,692-56.8% | $16,305-53.2% | $12,624-39.5% |