Filed October 8, 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 | $180,847 | $167,307+8.1% | $143,757+25.8% | $134,475+34.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -16.00% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,599 | $5,619-35.9% | $4,951-27.3% | $4,740-24.1% |
| Participant deferral / active EE | $7,859 | $6,446+21.9% | $5,637+39.4% | $6,400+22.8% |
| Admin fee / account holder | $4,007 | $18,088-77.8% | $14,673-72.7% | $11,426-64.9% |