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 | $50,500 | $39,019+29.4% | $80,716-37.4% | $85,850-41.2% |
| Participation rate | 97.8% | 41.5%+56.2pp | 54.2%+43.6pp | 69.3%+28.5pp |
| Annual return | 13.35% | 26.27%-12.9pp | 87.28%-73.9pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,278 | $722+354.0% | $1,160+182.6% | $2,565+27.8% |
| Participant deferral / active EE | $2,947 | $1,326+122.3% | $2,146+37.3% | $3,952-25.4% |
| Admin fee / account holder | $847 | $2,431-65.2% | $3,380-75.0% | $6,260-86.5% |