Filed July 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,044 | $72,492+80.8% | $87,100+50.5% | $72,985+79.5% |
| Participation rate | 89.9% | 72.8%+17.1pp | 76.9%+13.0pp | 69.5%+20.4pp |
| Annual return | 20.29% | 24.46%-4.2pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $3,309 | $1,894+74.7% | $2,521+31.2% | $2,440+35.6% |
| Participant deferral / active EE | $1,447 | $3,270-55.7% | $4,049-64.3% | $3,607-59.9% |
| Admin fee / account holder | $13,346 | $5,055+164.0% | $7,497+78.0% | $5,124+160.5% |