Filed August 27, 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 | $137,676 | $95,453+44.2% | $112,040+22.9% | $82,448+67.0% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.5%+13.2pp | 68.1%+21.6pp |
| Annual return | 18.10% | 23.92%-5.8pp | 24.52%-6.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,785 | $2,318+20.2% | $2,954-5.7% | $2,551+9.2% |
| Participant deferral / active EE | $9,966 | $4,224+135.9% | $5,098+95.5% | $4,139+140.8% |
| Admin fee / account holder | $18,803 | $9,013+108.6% | $12,098+55.4% | $7,234+159.9% |