Filed August 1, 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 | $46,909 | $48,274-2.8% | $63,517-26.1% | $59,632-21.3% |
| Participation rate | 98.3% | 66.3%+32.0pp | 71.0%+27.3pp | 68.7%+29.6pp |
| Annual return | -2.10% | -240.79%+238.7pp | -70.30%+68.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $2,052 | $1,586+29.4% | $2,322-11.6% | $2,203-6.8% |
| Participant deferral / active EE | $3,403 | $2,343+45.3% | $2,953+15.2% | $3,192+6.6% |
| Admin fee / account holder | $2,272 | $3,600-36.9% | $5,892-61.4% | $4,297-47.1% |