Filed October 15, 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 | $57,711 | $180,449-68.0% | $154,107-62.6% | $135,375-57.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.65% | 888.09%-887.4pp | 735.12%-734.5pp | 519.73%-519.1pp |
| Employer contribution / active EE | $3,276 | $6,035-45.7% | $5,298-38.2% | $4,779-31.5% |
| Participant deferral / active EE | $8,462 | $5,806+45.7% | $5,081+66.6% | $5,609+50.9% |
| Admin fee / account holder | $5,504 | $16,143-65.9% | $13,411-59.0% | $10,827-49.2% |