Filed September 16, 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 | $84,353 | $160,055-47.3% | $140,016-39.8% | $135,375-37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.95% | 911.38%-916.3pp | 651.12%-656.1pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,118 | $6,420-67.0% | $5,606-62.2% | $4,779-55.7% |
| Participant deferral / active EE | $4,739 | $7,642-38.0% | $6,927-31.6% | $5,609-15.5% |
| Admin fee / account holder | $1,403 | $13,328-89.5% | $10,705-86.9% | $10,827-87.0% |