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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,979 | $69,515-49.7% | $86,874-59.7% | $85,850-59.3% |
| Participation rate | 85.4% | 66.3%+19.0pp | 71.6%+13.7pp | 69.3%+16.1pp |
| Annual return | 12.51% | 20.12%-7.6pp | 63.52%-51.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,830 | $1,880-2.7% | $2,495-26.7% | $2,565-28.7% |
| Participant deferral / active EE | $3,416 | $2,919+17.0% | $3,699-7.6% | $3,952-13.6% |
| Admin fee / account holder | $8,477 | $5,972+41.9% | $5,828+45.5% | $6,260+35.4% |