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.
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 | $41,933 | $185,822-77.4% | $169,993-75.3% | $139,434-69.9% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 15.86% | 60.50%-44.6pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,534 | $7,590-79.8% | $6,785-77.4% | $4,751-67.7% |
| Participant deferral / active EE | $4,279 | $11,622-63.2% | $10,408-58.9% | $6,710-36.2% |
| Admin fee / account holder | $2,242 | $15,381-85.4% | $12,815-82.5% | $11,403-80.3% |