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.
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 | $179,352 | $86,286+107.9% | $111,297+61.1% | $85,850+108.9% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $1,315 | $2,043-35.6% | $2,731-51.8% | $2,565-48.7% |
| Participant deferral / active EE | $1,785 | $3,641-51.0% | $4,487-60.2% | $3,952-54.8% |
| Admin fee / account holder | $3,309 | $8,188-59.6% | $7,964-58.5% | $6,260-47.1% |