Filed August 22, 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 | $73,146 | $100,901-27.5% | $75,670-3.3% | $147,584-50.4% |
| Participation rate | 72.2% | 77.1%-4.9pp | 72.3%-0.1pp | 82.8%-10.6pp |
| Annual return | 16.60% | 35.78%-19.2pp | 27.34%-10.7pp | 578.55%-561.9pp |
| Employer contribution / active EE | $803 | $3,253-75.3% | $2,352-65.9% | $4,876-83.5% |
| Participant deferral / active EE | $1,676 | $4,027-58.4% | $3,142-46.7% | $5,439-69.2% |
| Admin fee / account holder | $10,723 | $11,285-5.0% | $5,800+84.9% | $10,885-1.5% |