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 | $87,005 | $46,553+86.9% | $64,056+35.8% | $75,163+15.8% |
| Participation rate | 84.9% | 65.9%+19.0pp | 72.3%+12.6pp | 67.2%+17.7pp |
| Annual return | 12.69% | 26.03%-13.3pp | 33.69%-21.0pp | 160.62%-147.9pp |
| Employer contribution / active EE | $3,256 | $1,974+65.0% | $2,747+18.6% | $2,670+22.0% |
| Participant deferral / active EE | $4,246 | $2,837+49.7% | $3,880+9.4% | $4,125+2.9% |
| Admin fee / account holder | $5,771 | $2,952+95.5% | $3,068+88.1% | $5,651+2.1% |