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 | $147,688 | $46,553+217.2% | $64,056+130.6% | $75,163+96.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.09% | 26.03%-12.9pp | 33.69%-20.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $11,061 | $1,974+460.4% | $2,747+302.7% | $2,670+314.3% |
| Participant deferral / active EE | $9,691 | $2,837+241.7% | $3,880+149.8% | $4,125+134.9% |
| Admin fee / account holder | $4,453 | $2,952+50.8% | $3,068+45.1% | $5,651-21.2% |