Filed July 31, 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 | $61,630 | $69,977-11.9% | $108,579-43.2% | $62,891-2.0% |
| Participation rate | 78.2% | 72.9%+5.3pp | 79.6%-1.4pp | 69.3%+8.9pp |
| Annual return | 11.74% | 10.73%+1.0pp | -51.70%+63.4pp | 20.14%-8.4pp |
| Employer contribution / active EE | $3,240 | $2,135+51.7% | $3,758-13.8% | $2,281+42.0% |
| Participant deferral / active EE | $7,396 | $3,165+133.7% | $4,311+71.6% | $3,203+130.9% |
| Admin fee / account holder | $3,757 | $5,076-26.0% | $7,645-50.9% | $4,296-12.5% |