Filed December 31, 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 6-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 | $44,898 | $60,124-25.3% | $90,404-50.3% | $79,858-43.8% |
| Participation rate | 73.2% | 65.0%+8.2pp | 72.7%+0.5pp | 69.6%+3.6pp |
| Annual return | 0.00% | 71.94%-71.9pp | 1293.02%-1293.0pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,063 | $2,068-0.2% | $3,262-36.7% | $2,471-16.5% |
| Participant deferral / active EE | $4,654 | $2,938+58.4% | $3,963+17.4% | $3,740+24.4% |
| Admin fee / account holder | $2,026 | $3,976-49.0% | $5,611-63.9% | $5,306-61.8% |