Filed December 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,291 | $79,523-34.2% | $140,016-62.7% | $56,287-7.1% |
| Participation rate | 71.4% | 85.7%-14.3pp | 87.5%-16.1pp | 69.9%+1.6pp |
| Annual return | -7.75% | 2.39%-10.1pp | 651.12%-658.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,885 | $3,350-13.9% | $5,606-48.5% | $2,111+36.7% |
| Participant deferral / active EE | $3,027 | $5,129-41.0% | $6,927-56.3% | $3,350-9.6% |
| Admin fee / account holder | $3,282 | $614+434.2% | $10,705-69.3% | $521+530.0% |