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 | $117,314 | $167,484-30.0% | $151,611-22.6% | $134,475-12.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -15.99% | 7.80%-23.8pp | 3.33%-19.3pp | 417.96%-434.0pp |
| Employer contribution / active EE | $8,778 | $6,829+28.5% | $6,166+42.4% | $4,740+85.2% |
| Participant deferral / active EE | $16,552 | $8,986+84.2% | $8,363+97.9% | $6,400+158.6% |
| Admin fee / account holder | $9,014 | $13,783-34.6% | $11,616-22.4% | $11,426-21.1% |