Filed October 16, 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 5-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 | $14,067 | $70,756-80.1% | $65,493-78.5% | $142,382-90.1% |
| Participation rate | 92.3% | 77.4%+14.9pp | 73.1%+19.2pp | 80.1%+12.2pp |
| Annual return | 18.58% | 1754.89%-1736.3pp | 982.45%-963.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,311 | $2,881-19.8% | $2,574-10.2% | $4,299-46.2% |
| Participant deferral / active EE | $2,152 | $4,637-53.6% | $3,961-45.7% | $6,507-66.9% |
| Admin fee / account holder | $1,973 | $6,559-69.9% | $5,028-60.8% | $12,624-84.4% |