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 | $34,184 | $54,229-37.0% | $70,092-51.2% | $68,494-50.1% |
| Participation rate | 72.8% | 64.5%+8.4pp | 70.5%+2.4pp | 67.9%+5.0pp |
| Annual return | -19.55% | -13.87%-5.7pp | 190.73%-210.3pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,898 | $2,018-5.9% | $2,559-25.8% | $2,596-26.9% |
| Participant deferral / active EE | $3,233 | $2,956+9.4% | $3,849-16.0% | $4,027-19.7% |
| Admin fee / account holder | $6,430 | $4,694+37.0% | $6,267+2.6% | $5,403+19.0% |