Filed July 10, 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 9-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 | $138,734 | $209,832-33.9% | $189,513-26.8% | $167,490-17.2% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 22.89% | 748.27%-725.4pp | 555.15%-532.3pp | 478.56%-455.7pp |
| Employer contribution / active EE | $5,019 | $6,914-27.4% | $6,162-18.5% | $4,837+3.8% |
| Participant deferral / active EE | $10,688 | $8,935+19.6% | $8,221+30.0% | $6,341+68.5% |
| Admin fee / account holder | $4,634 | $14,293-67.6% | $12,045-61.5% | $12,309-62.4% |