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 | $61,532 | $56,423+9.1% | $77,163-20.3% | $71,457-13.9% |
| Participation rate | 93.0% | 64.3%+28.7pp | 69.6%+23.4pp | 67.9%+25.1pp |
| Annual return | 15.15% | 19.05%-3.9pp | 37.87%-22.7pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,412 | $1,866+82.8% | $2,535+34.6% | $2,588+31.9% |
| Participant deferral / active EE | $5,763 | $3,142+83.4% | $3,833+50.3% | $4,289+34.4% |
| Admin fee / account holder | $3,816 | $1,429+167.1% | $5,472-30.3% | $1,587+140.4% |