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 | $129,719 | $197,591-34.3% | $177,821-27.1% | $158,922-18.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.06% | 58.76%-42.7pp | 48.32%-32.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,552 | $6,697-61.9% | $5,918-56.9% | $4,761-46.4% |
| Participant deferral / active EE | $5,372 | $8,405-36.1% | $7,714-30.4% | $5,982-10.2% |
| Admin fee / account holder | $8,950 | $15,399-41.9% | $12,427-28.0% | $11,246-20.4% |