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 | $81,176 | $42,894+89.3% | $60,874+33.4% | $68,494+18.5% |
| Participation rate | 83.6% | 66.8%+16.8pp | 73.1%+10.5pp | 67.9%+15.7pp |
| Annual return | -14.95% | -13.98%-1.0pp | 16.90%-31.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,008 | $1,978+52.1% | $2,701+11.4% | $2,596+15.9% |
| Participant deferral / active EE | $3,267 | $2,867+14.0% | $3,817-14.4% | $4,027-18.9% |
| Admin fee / account holder | $4,568 | $3,101+47.3% | $3,224+41.7% | $5,403-15.5% |