Filed September 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,146 | $110,094+70.0% | $151,611+23.4% | $68,494+173.2% |
| Participation rate | 96.0% | 84.0%+12.0pp | 87.5%+8.5pp | 67.9%+28.1pp |
| Annual return | -20.47% | -10.12%-10.4pp | 3.33%-23.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $5,410 | $4,471+21.0% | $6,166-12.3% | $2,596+108.4% |
| Participant deferral / active EE | $15,025 | $6,527+130.2% | $8,363+79.7% | $4,027+273.1% |
| Admin fee / account holder | $1,859 | $7,719-75.9% | $11,616-84.0% | $5,403-65.6% |