Filed September 4, 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 | $53,214 | $65,561-18.8% | $91,541-41.9% | $74,304-28.4% |
| Participation rate | 74.3% | 56.6%+17.7pp | 69.8%+4.6pp | 60.3%+14.0pp |
| Annual return | 16.35% | 17.68%-1.3pp | 20.50%-4.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,541 | $2,918+55.6% | $4,008+13.3% | $3,767+20.5% |
| Admin fee / account holder | $3,487 | $3,333+4.7% | $6,956-49.9% | $2,969+17.5% |