Filed June 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,723 | $86,944+10.1% | $107,525-11.0% | $74,304+28.8% |
| Participation rate | 54.5% | 59.6%-5.1pp | 75.1%-20.6pp | 60.3%-5.9pp |
| Annual return | 16.55% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $2,344 | $2,757-15.0% | $3,754-37.6% | $2,241+4.6% |
| Participant deferral / active EE | $5,663 | $3,554+59.3% | $5,116+10.7% | $3,767+50.3% |
| Admin fee / account holder | $6,924 | $3,727+85.8% | $8,919-22.4% | $2,969+133.2% |