Filed July 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,347 | $167,484-80.7% | $151,611-78.7% | $134,475-75.9% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.5%+6.9pp | 81.2%+13.2pp |
| Annual return | -12.51% | 7.80%-20.3pp | 3.33%-15.8pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,453 | $6,829-78.7% | $6,166-76.4% | $4,740-69.4% |
| Participant deferral / active EE | $4,106 | $8,986-54.3% | $8,363-50.9% | $6,400-35.8% |
| Admin fee / account holder | $11,814 | $13,783-14.3% | $11,616+1.7% | $11,426+3.4% |