Filed December 18, 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 | $14,645 | $77,634-81.1% | $156,549-90.6% | $62,891-76.7% |
| Participation rate | 73.5% | 71.2%+2.3pp | 84.0%-10.5pp | 69.3%+4.2pp |
| Annual return | 9.85% | 50.32%-40.5pp | 32.23%-22.4pp | 20.14%-10.3pp |
| Employer contribution / active EE | $560 | $3,444-83.7% | $5,501-89.8% | $2,281-75.4% |
| Participant deferral / active EE | $1,770 | $3,045-41.9% | $4,871-63.7% | $3,203-44.7% |
| Admin fee / account holder | $367 | $5,561-93.4% | $13,027-97.2% | $4,296-91.5% |