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 | $113,077 | $45,073+150.9% | $69,455+62.8% | $72,985+54.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 6.24% | 22.65%-16.4pp | 28.97%-22.7pp | 81.00%-74.8pp |
| Employer contribution / active EE | $12,832 | $2,054+524.8% | $2,779+361.7% | $2,440+425.9% |
| Participant deferral / active EE | $9,536 | $2,602+266.6% | $3,535+169.7% | $3,607+164.4% |
| Admin fee / account holder | $1,308 | $3,056-57.2% | $3,839-65.9% | $5,124-74.5% |