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 | $84,206 | $45,073+86.8% | $69,455+21.2% | $72,985+15.4% |
| Participation rate | 90.0% | 68.5%+21.5pp | 74.6%+15.4pp | 69.5%+20.5pp |
| Annual return | 5.82% | 22.65%-16.8pp | 28.97%-23.1pp | 81.00%-75.2pp |
| Employer contribution / active EE | $2,557 | $2,054+24.5% | $2,779-8.0% | $2,440+4.8% |
| Participant deferral / active EE | $2,908 | $2,602+11.8% | $3,535-17.8% | $3,607-19.4% |
| Admin fee / account holder | $1,857 | $3,056-39.2% | $3,839-51.6% | $5,124-63.8% |