Filed August 4, 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 | $88,234 | $43,327+103.6% | $59,878+47.4% | $64,186+37.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.01% | -1.55%+11.6pp | 3.46%+6.5pp | 7.63%+2.4pp |
| Employer contribution / active EE | $12,622 | $2,028+522.2% | $2,722+363.8% | $2,381+430.1% |
| Participant deferral / active EE | $9,477 | $2,546+272.2% | $3,402+178.6% | $3,470+173.1% |
| Admin fee / account holder | $2,889 | $3,005-3.9% | $3,590-19.5% | $4,888-40.9% |