Filed December 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 | $88,852 | $46,869+89.6% | $122,332-27.4% | $70,131+26.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.39% | 24.22%-10.8pp | 30.27%-16.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,533 | $1,288+19.1% | $4,050-62.1% | $2,342-34.5% |
| Participant deferral / active EE | $3,873 | $2,166+78.8% | $3,287+17.8% | $3,332+16.2% |
| Admin fee / account holder | $16,185 | $3,322+387.1% | $5,478+195.5% | $4,645+248.4% |