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 | $189,517 | $138,347+37.0% | $184,203+2.9% | $80,856+134.4% |
| Participation rate | 85.1% | 83.9%+1.2pp | 86.8%-1.7pp | 67.6%+17.4pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $5,472 | $4,850+12.8% | $6,427-14.9% | $2,755+98.6% |
| Participant deferral / active EE | $9,376 | $7,071+32.6% | $9,131+2.7% | $4,296+118.3% |
| Admin fee / account holder | $11,513 | $10,483+9.8% | $13,901-17.2% | $6,918+66.4% |