Filed September 18, 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 | $41,697 | $43,723-4.6% | $121,196-65.6% | $64,186-35.0% |
| Participation rate | 94.9% | 58.3%+36.6pp | 71.7%+23.2pp | 69.6%+25.3pp |
| Annual return | -4.32% | 68.91%-73.2pp | 16.93%-21.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,663 | $1,296+182.6% | $4,022-8.9% | $2,381+53.9% |
| Participant deferral / active EE | $5,836 | $2,280+156.0% | $3,344+74.5% | $3,470+68.2% |
| Admin fee / account holder | $9,834 | $3,501+180.9% | $5,019+95.9% | $4,888+101.2% |