Filed November 13, 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 | $16,194 | $77,899-79.2% | $149,673-89.2% | $75,163-78.5% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.7pp |
| Annual return | 15.21% | 31.72%-16.5pp | 134.42%-119.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $914 | $3,137-70.9% | $4,818-81.0% | $2,670-65.8% |
| Participant deferral / active EE | $3,710 | $3,411+8.8% | $5,680-34.7% | $4,125-10.1% |
| Admin fee / account holder | $4,656 | $5,956-21.8% | $13,210-64.8% | $5,651-17.6% |