Filed November 5, 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 | $107,038 | $110,094-2.8% | $151,611-29.4% | $68,494+56.3% |
| Participation rate | 98.4% | 84.0%+14.4pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | 24.24% | -10.12%+34.4pp | 3.33%+20.9pp | -7.84%+32.1pp |
| Employer contribution / active EE | $5,241 | $4,471+17.2% | $6,166-15.0% | $2,596+101.9% |
| Participant deferral / active EE | $8,716 | $6,527+33.5% | $8,363+4.2% | $4,027+116.4% |
| Admin fee / account holder | $22,301 | $7,719+188.9% | $11,616+92.0% | $5,403+312.8% |