Filed July 29, 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 | $76,398 | $123,793-38.3% | $177,821-57.0% | $79,858-4.3% |
| Participation rate | 78.8% | 84.7%-5.9pp | 87.7%-8.9pp | 69.6%+9.2pp |
| Annual return | 22.30% | 22.82%-0.5pp | 48.32%-26.0pp | 31.71%-9.4pp |
| Employer contribution / active EE | $2,330 | $4,095-43.1% | $5,918-60.6% | $2,471-5.7% |
| Participant deferral / active EE | $5,148 | $5,956-13.6% | $7,714-33.3% | $3,740+37.6% |
| Admin fee / account holder | $2,617 | $7,243-63.9% | $12,427-78.9% | $5,306-50.7% |