Filed October 8, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,344 | $89,753+99.8% | $107,525+66.8% | $84,808+111.5% |
| Participation rate | 76.0% | 68.1%+7.9pp | 75.1%+0.9pp | 68.3%+7.7pp |
| Annual return | -23.29% | 29.48%-52.8pp | 181.32%-204.6pp | 40.90%-64.2pp |
| Employer contribution / active EE | $4,641 | $3,113+49.1% | $3,754+23.7% | $2,631+76.4% |
| Participant deferral / active EE | $12,569 | $4,056+209.9% | $5,116+145.7% | $4,212+198.4% |
| Admin fee / account holder | $2,979 | $7,222-58.7% | $8,919-66.6% | $7,344-59.4% |