Filed October 30, 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 | $68,937 | $57,354+20.2% | $83,848-17.8% | $64,186+7.4% |
| Participation rate | 81.2% | 68.6%+12.6pp | 76.1%+5.0pp | 69.6%+11.6pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,920 | $2,545+14.7% | $3,631-19.6% | $2,381+22.6% |
| Participant deferral / active EE | $6,208 | $2,993+107.4% | $4,082+52.1% | $3,470+78.9% |
| Admin fee / account holder | $8,107 | $4,046+100.4% | $5,478+48.0% | $4,888+65.9% |