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 | $62,155 | $214,378-71.0% | $200,582-69.0% | $142,382-56.3% |
| Participation rate | 89.5% | 87.4%+2.0pp | 86.9%+2.6pp | 80.1%+9.4pp |
| Annual return | 14.67% | 46.41%-31.7pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,890 | $6,841-72.4% | $6,419-70.6% | $4,299-56.0% |
| Participant deferral / active EE | $6,114 | $9,865-38.0% | $9,331-34.5% | $6,507-6.0% |
| Admin fee / account holder | $1,351 | $17,692-92.4% | $16,305-91.7% | $12,624-89.3% |