Filed December 5, 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 | $113,019 | $99,079+14.1% | $77,999+44.9% | $273,961-58.7% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.5%+15.8pp | 83.0%+8.3pp |
| Annual return | 8.10% | 217.93%-209.8pp | 425.96%-417.9pp | 41.45%-33.4pp |
| Employer contribution / active EE | $2,615 | $3,308-21.0% | $2,470+5.8% | $4,869-46.3% |
| Participant deferral / active EE | $8,185 | $4,306+90.1% | $3,497+134.1% | $5,287+54.8% |
| Admin fee / account holder | $3,510 | $8,954-60.8% | $5,480-36.0% | $10,132-65.4% |