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 | $105,966 | $167,484-36.7% | $151,611-30.1% | $134,475-21.2% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -17.63% | 7.80%-25.4pp | 3.33%-21.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,674 | $6,829-60.8% | $6,166-56.6% | $4,740-43.6% |
| Participant deferral / active EE | $7,403 | $8,986-17.6% | $8,363-11.5% | $6,400+15.7% |
| Admin fee / account holder | $7,473 | $13,783-45.8% | $11,616-35.7% | $11,426-34.6% |