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 | $151,261 | $81,460+85.7% | $103,333+46.4% | $80,856+87.1% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.4pp | 67.6%+25.3pp |
| Annual return | 14.91% | 25.55%-10.6pp | 24.88%-10.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,340 | $3,105+39.8% | $3,868+12.2% | $2,755+57.5% |
| Participant deferral / active EE | $8,766 | $3,869+126.6% | $5,057+73.3% | $4,296+104.1% |
| Admin fee / account holder | $6,785 | $6,566+3.3% | $8,355-18.8% | $6,918-1.9% |