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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,857 | $49,227+68.3% | $70,449+17.6% | $79,858+3.8% |
| Participation rate | 83.3% | 69.2%+14.2pp | 75.1%+8.3pp | 69.6%+13.7pp |
| Annual return | 3.92% | 30.06%-26.1pp | 109.03%-105.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $3,510 | $2,099+67.2% | $2,737+28.3% | $2,471+42.1% |
| Participant deferral / active EE | $3,436 | $2,768+24.2% | $3,709-7.3% | $3,740-8.1% |
| Admin fee / account holder | $4,451 | $2,878+54.6% | $3,845+15.7% | $5,306-16.1% |