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 | $47,533 | $37,426+27.0% | $77,482-38.7% | $79,858-40.5% |
| Participation rate | 92.5% | 41.5%+51.0pp | 54.2%+38.3pp | 69.6%+22.9pp |
| Annual return | 15.20% | 39.70%-24.5pp | 54.79%-39.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $4,506 | $637+607.7% | $986+356.8% | $2,471+82.4% |
| Participant deferral / active EE | $4,124 | $1,260+227.3% | $1,861+121.6% | $3,740+10.3% |
| Admin fee / account holder | $7,396 | $2,504+195.4% | $2,858+158.8% | $5,306+39.4% |