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 | $192,215 | $80,968+137.4% | $96,544+99.1% | $75,163+155.7% |
| Participation rate | 89.2% | 71.8%+17.4pp | 76.0%+13.2pp | 67.2%+22.0pp |
| Annual return | 17.87% | 27.06%-9.2pp | 25.84%-8.0pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,405 | $2,282+136.9% | $2,965+82.3% | $2,670+102.5% |
| Participant deferral / active EE | $2,502 | $3,928-36.3% | $4,851-48.4% | $4,125-39.3% |
| Admin fee / account holder | $7,418 | $6,724+10.3% | $8,252-10.1% | $5,651+31.3% |