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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,269 | $160,055-68.6% | $140,016-64.1% | $135,375-62.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -6.97% | 911.38%-918.4pp | 651.12%-658.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,308 | $6,420-79.6% | $5,606-76.7% | $4,779-72.6% |
| Participant deferral / active EE | $1,660 | $7,642-78.3% | $6,927-76.0% | $5,609-70.4% |
| Admin fee / account holder | $3,181 | $13,328-76.1% | $10,705-70.3% | $10,827-70.6% |