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 | $135,342 | $185,822-27.2% | $169,993-20.4% | $139,434-2.9% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 20.23% | 60.50%-40.3pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $3,152 | $7,590-58.5% | $6,785-53.5% | $4,751-33.6% |
| Participant deferral / active EE | $7,826 | $11,622-32.7% | $10,408-24.8% | $6,710+16.6% |
| Admin fee / account holder | $3,488 | $15,381-77.3% | $12,815-72.8% | $11,403-69.4% |