Filed August 1, 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 | $199,524 | $115,770+72.3% | $101,248+97.1% | $158,922+25.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.52% | 56.14%-38.6pp | 46.47%-29.0pp | 302.83%-285.3pp |
| Employer contribution / active EE | $14,097 | $4,175+237.7% | $3,660+285.2% | $4,761+196.1% |
| Participant deferral / active EE | $8,780 | $4,957+77.1% | $4,370+100.9% | $5,982+46.8% |
| Admin fee / account holder | $2,236 | $7,245-69.1% | $5,945-62.4% | $11,246-80.1% |