Filed August 12, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,795 | $171,865-72.2% | $149,718-68.1% | $147,584-67.6% |
| Participation rate | 76.9% | 88.2%-11.3pp | 87.1%-10.1pp | 82.8%-5.9pp |
| Annual return | 8.64% | 2113.22%-2104.6pp | 1501.63%-1493.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $1,240 | $6,275-80.2% | $5,445-77.2% | $4,876-74.6% |
| Participant deferral / active EE | $1,578 | $7,271-78.3% | $6,569-76.0% | $5,439-71.0% |
| Admin fee / account holder | $20,139 | $13,799+45.9% | $11,283+78.5% | $10,885+85.0% |