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 | $80,553 | $137,414-41.4% | $189,513-57.5% | $85,850-6.2% |
| Participation rate | 85.3% | 84.6%+0.7pp | 87.8%-2.5pp | 69.3%+16.0pp |
| Annual return | 15.41% | 38.14%-22.7pp | 555.15%-539.7pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,487 | $4,344-42.8% | $6,162-59.6% | $2,565-3.0% |
| Participant deferral / active EE | $5,467 | $6,260-12.7% | $8,221-33.5% | $3,952+38.3% |
| Admin fee / account holder | $5,666 | $8,630-34.3% | $12,045-53.0% | $6,260-9.5% |