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 | $54,457 | $50,199+8.5% | $70,092-22.3% | $66,914-18.6% |
| Participation rate | 99.1% | 66.3%+32.7pp | 70.5%+28.6pp | 69.8%+29.3pp |
| Annual return | -15.48% | -13.85%-1.6pp | 190.73%-206.2pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,172 | $1,864+16.5% | $2,559-15.1% | $2,544-14.6% |
| Participant deferral / active EE | $3,642 | $3,112+17.0% | $3,849-5.4% | $4,237-14.0% |
| Admin fee / account holder | $3,667 | $600+511.4% | $6,267-41.5% | $593+518.1% |