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 | $107,003 | $48,230+121.9% | $67,502+58.5% | $80,856+32.3% |
| Participation rate | 84.9% | 66.4%+18.5pp | 72.9%+12.0pp | 67.6%+17.3pp |
| Annual return | 16.53% | 18.28%-1.7pp | 3512.12%-3495.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,561 | $2,020+76.3% | $2,731+30.4% | $2,755+29.2% |
| Participant deferral / active EE | $4,060 | $2,924+38.9% | $4,000+1.5% | $4,296-5.5% |
| Admin fee / account holder | $2,085 | $3,681-43.4% | $3,998-47.8% | $6,918-69.9% |