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 | $144,587 | $201,272-28.2% | $184,203-21.5% | $145,922-0.9% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 17.10% | 29.00%-11.9pp | 28.81%-11.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,753 | $7,022-60.8% | $6,427-57.2% | $4,660-40.9% |
| Participant deferral / active EE | $8,039 | $9,806-18.0% | $9,131-12.0% | $6,688+20.2% |
| Admin fee / account holder | $18,203 | $16,364+11.2% | $13,901+30.9% | $13,397+35.9% |