Filed October 24, 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 | $49,900 | $52,681-5.3% | $75,781-34.2% | $59,632-16.3% |
| Participation rate | 98.6% | 67.2%+31.4pp | 75.8%+22.8pp | 68.7%+29.9pp |
| Annual return | 2.27% | 2.95%-0.7pp | 9.68%-7.4pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $6,448 | $2,193+194.0% | $3,323+94.0% | $2,203+192.7% |
| Participant deferral / active EE | $3,110 | $2,591+20.1% | $3,651-14.8% | $3,192-2.6% |
| Admin fee / account holder | $1,512 | $3,610-58.1% | $5,299-71.5% | $4,297-64.8% |