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 | $179,444 | $133,958+34.0% | $112,228+59.9% | $134,475+33.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.75% | 47.11%-63.9pp | 27.45%-44.2pp | 417.96%-434.7pp |
| Employer contribution / active EE | $12,449 | $4,038+208.3% | $3,635+242.5% | $4,740+162.7% |
| Participant deferral / active EE | $9,671 | $5,291+82.8% | $4,728+104.5% | $6,400+51.1% |
| Admin fee / account holder | $26,383 | $7,489+252.3% | $6,410+311.6% | $11,426+130.9% |