Filed October 21, 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 | $116,735 | $101,724+14.8% | $164,813-29.2% | $80,856+44.4% |
| Participation rate | 97.9% | 71.8%+26.0pp | 78.6%+19.3pp | 67.6%+30.2pp |
| Annual return | 8.93% | 16.72%-7.8pp | 69.93%-61.0pp | 35.59%-26.7pp |
| Employer contribution / active EE | $6,902 | $2,953+133.7% | $4,341+59.0% | $2,755+150.5% |
| Participant deferral / active EE | $3,769 | $4,477-15.8% | $6,031-37.5% | $4,296-12.3% |
| Admin fee / account holder | $9,709 | $8,227+18.0% | $12,690-23.5% | $6,918+40.3% |