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 | $67,608 | $69,515-2.7% | $86,874-22.2% | $85,850-21.2% |
| Participation rate | 94.7% | 66.3%+28.3pp | 71.6%+23.0pp | 69.3%+25.4pp |
| Annual return | 15.44% | 20.12%-4.7pp | 63.52%-48.1pp | 318.53%-303.1pp |
| Employer contribution / active EE | $3,012 | $1,880+60.2% | $2,495+20.7% | $2,565+17.4% |
| Participant deferral / active EE | $4,589 | $2,919+57.2% | $3,699+24.1% | $3,952+16.1% |
| Admin fee / account holder | $3,628 | $5,972-39.3% | $5,828-37.8% | $6,260-42.0% |