Filed July 29, 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 | $63,271 | $85,766-26.2% | $136,294-53.6% | $70,131-9.8% |
| Participation rate | 95.4% | 74.2%+21.2pp | 81.9%+13.5pp | 69.5%+25.8pp |
| Annual return | 33.00% | 31.45%+1.5pp | 5155.94%-5122.9pp | 73.14%-40.1pp |
| Employer contribution / active EE | $4,472 | $2,966+50.8% | $4,695-4.7% | $2,342+90.9% |
| Participant deferral / active EE | $9,267 | $5,051+83.5% | $6,247+48.3% | $3,332+178.1% |
| Admin fee / account holder | $1,161 | $5,420-78.6% | $9,243-87.4% | $4,645-75.0% |