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 | $59,905 | $63,346-5.4% | $92,233-35.1% | $70,131-14.6% |
| Participation rate | 98.7% | 68.7%+30.0pp | 76.5%+22.2pp | 69.5%+29.2pp |
| Annual return | 20.29% | 530.12%-509.8pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $4,336 | $2,471+75.5% | $3,679+17.9% | $2,342+85.1% |
| Participant deferral / active EE | $4,337 | $2,854+52.0% | $3,897+11.3% | $3,332+30.2% |
| Admin fee / account holder | $1,077 | $3,840-71.9% | $5,194-79.3% | $4,645-76.8% |