Filed November 13, 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 4-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 | $57,258 | $148,978-61.6% | $200,582-71.5% | $84,808-32.5% |
| Participation rate | 73.8% | 84.2%-10.5pp | 86.9%-13.1pp | 68.3%+5.5pp |
| Annual return | 26.96% | 28.16%-1.2pp | 42.33%-15.4pp | 40.90%-13.9pp |
| Employer contribution / active EE | $2,559 | $4,815-46.9% | $6,419-60.1% | $2,631-2.8% |
| Participant deferral / active EE | $4,960 | $7,142-30.6% | $9,331-46.8% | $4,212+17.8% |
| Admin fee / account holder | $3,134 | $13,977-77.6% | $16,305-80.8% | $7,344-57.3% |