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 | $173,903 | $86,929+100.1% | $102,423+69.8% | $80,856+115.1% |
| Participation rate | 85.4% | 72.4%+13.0pp | 76.5%+8.9pp | 67.6%+17.7pp |
| Annual return | 13.28% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,659 | $2,369+54.4% | $3,023+21.0% | $2,755+32.8% |
| Participant deferral / active EE | $2,724 | $4,118-33.9% | $5,053-46.1% | $4,296-36.6% |
| Admin fee / account holder | $39,235 | $8,049+387.5% | $9,451+315.2% | $6,918+467.1% |