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 | $132,390 | $42,894+208.6% | $60,874+117.5% | $68,494+93.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.57% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $10,831 | $1,978+447.6% | $2,701+300.9% | $2,596+317.2% |
| Participant deferral / active EE | $9,273 | $2,867+223.5% | $3,817+143.0% | $4,027+130.3% |
| Admin fee / account holder | $14,042 | $3,101+352.9% | $3,224+335.5% | $5,403+159.9% |