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 | $45,472 | $54,726-16.9% | $68,793-33.9% | $64,186-29.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -6.43% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,318 | $1,846+25.6% | $2,625-11.7% | $2,381-2.6% |
| Participant deferral / active EE | $3,531 | $2,626+34.5% | $3,311+6.6% | $3,470+1.8% |
| Admin fee / account holder | $2,940 | $4,027-27.0% | $5,131-42.7% | $4,888-39.8% |