Filed October 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,697 | $100,041-27.3% | $149,718-51.4% | $70,131+3.7% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.1%-8.3pp | 69.5%+9.2pp |
| Annual return | 11.67% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.5pp |
| Employer contribution / active EE | $384 | $3,662-89.5% | $5,445-92.9% | $2,342-83.6% |
| Participant deferral / active EE | $3,577 | $4,983-28.2% | $6,569-45.5% | $3,332+7.4% |
| Admin fee / account holder | $2,018 | $8,286-75.6% | $11,283-82.1% | $4,645-56.6% |