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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,346 | $49,227+156.7% | $70,449+79.3% | $79,858+58.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 5.43% | 30.06%-24.6pp | 109.03%-103.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $13,148 | $2,099+526.4% | $2,737+380.5% | $2,471+432.1% |
| Participant deferral / active EE | $10,505 | $2,768+279.5% | $3,709+183.3% | $3,740+180.9% |
| Admin fee / account holder | $8,240 | $2,878+186.3% | $3,845+114.3% | $5,306+55.3% |