Filed August 19, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,060 | $49,922-75.8% | $80,569-85.0% | $75,163-84.0% |
| Participation rate | 52.9% | 55.3%-2.4pp | 67.0%-14.1pp | 67.2%-14.3pp |
| Annual return | 15.87% | 34.69%-18.8pp | 935.43%-919.6pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,313 | $1,698+36.2% | $2,723-15.1% | $2,670-13.4% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,682 | $3,577-53.0% | $5,377-68.7% | $5,651-70.2% |