Filed August 4, 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 | $25,806 | $48,076-46.3% | $78,689-67.2% | $62,891-59.0% |
| Participation rate | 72.4% | 65.2%+7.2pp | 73.6%-1.1pp | 69.3%+3.1pp |
| Annual return | 16.19% | 31.35%-15.2pp | 62.18%-46.0pp | 20.14%-4.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,286 | $2,588+104.3% | $3,517+50.3% | $3,203+65.0% |
| Admin fee / account holder | $365 | $3,207-88.6% | $4,510-91.9% | $4,296-91.5% |