Filed November 12, 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 | $189,474 | $72,177+162.5% | $115,037+64.7% | $59,632+217.7% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.0pp | 68.7%+28.7pp |
| Annual return | -0.61% | 12.02%-12.6pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $33,110 | $2,841+1065.4% | $4,608+618.6% | $2,203+1403.2% |
| Participant deferral / active EE | $3,326 | $4,783-30.5% | $6,026-44.8% | $3,192+4.2% |
| Admin fee / account holder | $7,321 | $4,927+48.6% | $8,175-10.5% | $4,297+70.4% |