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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,590 | $64,707+89.5% | $112,228+9.2% | $68,494+79.0% |
| Participation rate | 86.9% | 67.2%+19.7pp | 75.1%+11.8pp | 67.9%+19.0pp |
| Annual return | -21.89% | -11.40%-10.5pp | 27.45%-49.3pp | -7.84%-14.0pp |
| Employer contribution / active EE | $3,924 | $2,746+42.9% | $3,635+8.0% | $2,596+51.1% |
| Participant deferral / active EE | $7,614 | $3,565+113.6% | $4,728+61.0% | $4,027+89.1% |
| Admin fee / account holder | $5,531 | $5,232+5.7% | $6,410-13.7% | $5,403+2.4% |