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.
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 | $41,624 | $185,822-77.6% | $169,993-75.5% | $139,434-70.1% |
| Participation rate | 72.7% | 87.8%-15.0pp | 87.0%-14.3pp | 80.3%-7.6pp |
| Annual return | 7.35% | 60.50%-53.2pp | 53.37%-46.0pp | 372.94%-365.6pp |
| Employer contribution / active EE | $1,831 | $7,590-75.9% | $6,785-73.0% | $4,751-61.5% |
| Participant deferral / active EE | $2,090 | $11,622-82.0% | $10,408-79.9% | $6,710-68.9% |
| Admin fee / account holder | $16,178 | $15,381+5.2% | $12,815+26.2% | $11,403+41.9% |