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 | $86,196 | $43,327+98.9% | $59,878+44.0% | $64,186+34.3% |
| Participation rate | 83.3% | 69.2%+14.2pp | 74.7%+8.6pp | 69.6%+13.8pp |
| Annual return | 10.51% | -1.55%+12.1pp | 3.46%+7.0pp | 7.63%+2.9pp |
| Employer contribution / active EE | $2,608 | $2,028+28.6% | $2,722-4.2% | $2,381+9.5% |
| Participant deferral / active EE | $3,387 | $2,546+33.0% | $3,402-0.4% | $3,470-2.4% |
| Admin fee / account holder | $4,519 | $3,005+50.4% | $3,590+25.9% | $4,888-7.6% |