Filed August 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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,566 | $58,512+82.1% | $84,015+26.8% | $72,985+46.0% |
| Participation rate | 52.2% | 61.2%-9.0pp | 69.0%-16.8pp | 69.5%-17.3pp |
| Annual return | 29.47% | 28.93%+0.5pp | 71.31%-41.8pp | 81.00%-51.5pp |
| Employer contribution / active EE | $3,095 | $1,163+166.2% | $1,983+56.1% | $2,440+26.9% |
| Participant deferral / active EE | $4,410 | $2,394+84.2% | $3,239+36.2% | $3,607+22.3% |
| Admin fee / account holder | $2,367 | $4,569-48.2% | $6,101-61.2% | $5,124-53.8% |