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 | $209,454 | $106,515+96.6% | $96,683+116.6% | $139,434+50.2% |
| Participation rate | 84.2% | 77.8%+6.4pp | 74.3%+9.9pp | 80.3%+3.9pp |
| Annual return | 16.32% | 38.43%-22.1pp | 35.69%-19.4pp | 372.94%-356.6pp |
| Employer contribution / active EE | $11,162 | $4,103+172.1% | $3,737+198.7% | $4,751+135.0% |
| Participant deferral / active EE | $10,824 | $5,454+98.5% | $4,878+121.9% | $6,710+61.3% |
| Admin fee / account holder | $25,326 | $7,877+221.5% | $6,730+276.3% | $11,403+122.1% |