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 | $49,372 | $167,484-70.5% | $151,611-67.4% | $134,475-63.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -9.14% | 7.80%-16.9pp | 3.33%-12.5pp | 417.96%-427.1pp |
| Employer contribution / active EE | $1,405 | $6,829-79.4% | $6,166-77.2% | $4,740-70.4% |
| Participant deferral / active EE | $1,715 | $8,986-80.9% | $8,363-79.5% | $6,400-73.2% |
| Admin fee / account holder | $25,104 | $13,783+82.1% | $11,616+116.1% | $11,426+119.7% |