Filed December 17, 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 | $64,666 | $92,703-30.2% | $82,719-21.8% | $134,475-51.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.92% | 944.92%-962.8pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,617 | $3,274+71.6% | $3,009+86.7% | $4,740+18.5% |
| Participant deferral / active EE | $5,739 | $4,802+19.5% | $4,395+30.6% | $6,400-10.3% |
| Admin fee / account holder | $26,160 | $5,983+337.3% | $5,329+390.9% | $11,426+128.9% |