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 | $85,055 | $65,365+30.1% | $92,893-8.4% | $72,985+16.5% |
| Participation rate | 88.4% | 68.3%+20.1pp | 76.0%+12.4pp | 69.5%+18.9pp |
| Annual return | 23.44% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,070 | $2,594+18.4% | $3,653-15.9% | $2,440+25.8% |
| Participant deferral / active EE | $7,081 | $3,128+126.4% | $4,236+67.2% | $3,607+96.3% |
| Admin fee / account holder | $15,813 | $4,251+272.0% | $5,794+172.9% | $5,124+208.6% |