Filed October 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,465 | $102,605+34.0% | $145,661-5.6% | $84,808+62.1% |
| Participation rate | 90.3% | 74.3%+16.0pp | 77.2%+13.1pp | 68.3%+22.0pp |
| Annual return | 12.08% | 26.50%-14.4pp | 101.46%-89.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,834 | $3,325+15.3% | $4,238-9.5% | $2,631+45.7% |
| Participant deferral / active EE | $4,138 | $5,750-28.0% | $7,198-42.5% | $4,212-1.7% |
| Admin fee / account holder | $6,731 | $8,758-23.1% | $12,466-46.0% | $7,344-8.3% |