Filed August 28, 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 7-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 | $18,742 | $176,377-89.4% | $134,143-86.0% | $158,922-88.2% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 21.06% | 63.63%-42.6pp | 36.33%-15.3pp | 302.83%-281.8pp |
| Employer contribution / active EE | $4,419 | $5,040-12.3% | $3,704+19.3% | $4,761-7.2% |
| Participant deferral / active EE | $6,478 | $4,091+58.3% | $3,499+85.1% | $5,982+8.3% |
| Admin fee / account holder | $2,594 | $8,718-70.2% | $6,684-61.2% | $11,246-76.9% |