Filed December 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,455 | $54,726-38.9% | $68,793-51.4% | $64,186-47.9% |
| Participation rate | 76.1% | 68.0%+8.1pp | 72.2%+3.9pp | 69.6%+6.6pp |
| Annual return | -8.49% | -1.62%-6.9pp | -4.63%-3.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,565 | $1,846-15.2% | $2,625-40.4% | $2,381-34.3% |
| Participant deferral / active EE | $3,137 | $2,626+19.5% | $3,311-5.3% | $3,470-9.6% |
| Admin fee / account holder | $1,397 | $4,027-65.3% | $5,131-72.8% | $4,888-71.4% |