Filed November 19, 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 | $63,596 | $109,881-42.1% | $150,045-57.6% | $84,808-25.0% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.9pp | 68.3%+5.2pp |
| Annual return | 15.97% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,879 | $3,561-47.2% | $4,693-60.0% | $2,631-28.6% |
| Participant deferral / active EE | $6,464 | $6,636-2.6% | $7,997-19.2% | $4,212+53.5% |
| Admin fee / account holder | $786 | $8,568-90.8% | $13,435-94.2% | $7,344-89.3% |