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 | $19,005 | $81,248-76.6% | $155,509-87.8% | $80,856-76.5% |
| Participation rate | 94.3% | 66.2%+28.1pp | 78.2%+16.1pp | 67.6%+26.6pp |
| Annual return | 10.95% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,174 | $3,100-62.1% | $4,672-74.9% | $2,755-57.4% |
| Participant deferral / active EE | $5,117 | $3,452+48.2% | $5,626-9.1% | $4,296+19.1% |
| Admin fee / account holder | $4,786 | $7,997-40.2% | $15,912-69.9% | $6,918-30.8% |