Filed September 25, 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 | $80,193 | $45,035+78.1% | $62,995+27.3% | $70,131+14.3% |
| Participation rate | 95.1% | 69.5%+25.6pp | 74.8%+20.3pp | 69.5%+25.6pp |
| Annual return | 16.58% | 18.76%-2.2pp | 87.57%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $3,754 | $2,051+83.0% | $2,759+36.1% | $2,342+60.2% |
| Participant deferral / active EE | $4,310 | $2,465+74.9% | $3,329+29.5% | $3,332+29.4% |
| Admin fee / account holder | $1,956 | $2,834-31.0% | $3,600-45.7% | $4,645-57.9% |