Filed October 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 3-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 | $32,754 | $106,584-69.3% | $101,326-67.7% | $142,382-77.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.98% | 36.93%-11.9pp | 36.82%-11.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $7,565 | $3,956+91.2% | $3,665+106.4% | $4,299+76.0% |
| Participant deferral / active EE | $11,909 | $8,297+43.5% | $7,994+49.0% | $6,507+83.0% |
| Admin fee / account holder | $475 | $11,446-95.9% | $11,185-95.8% | $12,624-96.2% |