Filed October 27, 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 | $43,883 | $52,836-16.9% | $105,738-58.5% | $64,186-31.6% |
| Participation rate | 70.8% | 66.5%+4.2pp | 76.3%-5.5pp | 69.6%+1.2pp |
| Annual return | -2.71% | 14.30%-17.0pp | 6.27%-9.0pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,415 | $1,827-22.6% | $3,268-56.7% | $2,381-40.6% |
| Participant deferral / active EE | $1,838 | $2,545-27.8% | $4,080-54.9% | $3,470-47.0% |
| Admin fee / account holder | $497 | $3,959-87.5% | $6,913-92.8% | $4,888-89.8% |