Filed June 24, 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 | $22,050 | $63,346-65.2% | $92,233-76.1% | $70,131-68.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 37.98% | 530.12%-492.1pp | 176.28%-138.3pp | 73.14%-35.2pp |
| Employer contribution / active EE | $6,305 | $2,471+155.2% | $3,679+71.4% | $2,342+169.2% |
| Participant deferral / active EE | $4,641 | $2,854+62.6% | $3,897+19.1% | $3,332+39.3% |
| Admin fee / account holder | $448 | $3,840-88.3% | $5,194-91.4% | $4,645-90.3% |