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 | $95,803+43.7% | $113,168+21.7% | $84,808+62.3% |
| Participation rate | 89.7% | 72.9%+16.8pp | 76.6%+13.1pp | 68.3%+21.3pp |
| Annual return | 18.10% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,785 | $2,360+18.0% | $2,975-6.4% | $2,631+5.9% |
| Participant deferral / active EE | $9,966 | $4,242+134.9% | $5,107+95.1% | $4,212+136.6% |
| Admin fee / account holder | $18,803 | $8,989+109.2% | $12,068+55.8% | $7,344+156.0% |