Filed October 31, 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 | $100,125 | $107,791-7.1% | $90,645+10.5% | $135,375-26.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.05% | -0.90%-4.1pp | 1.88%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,878 | $3,018-37.8% | $2,532-25.8% | $4,779-60.7% |
| Participant deferral / active EE | $1,516 | $3,872-60.9% | $3,425-55.7% | $5,609-73.0% |
| Admin fee / account holder | $1,000 | $5,930-83.1% | $4,994-80.0% | $10,827-90.8% |