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 | $66,696 | $110,094-39.4% | $151,611-56.0% | $68,494-2.6% |
| Participation rate | 75.7% | 84.0%-8.3pp | 87.5%-11.8pp | 67.9%+7.8pp |
| Annual return | -17.73% | -10.12%-7.6pp | 3.33%-21.1pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,366 | $4,471-47.1% | $6,166-61.6% | $2,596-8.9% |
| Participant deferral / active EE | $4,726 | $6,527-27.6% | $8,363-43.5% | $4,027+17.4% |
| Admin fee / account holder | $4,023 | $7,719-47.9% | $11,616-65.4% | $5,403-25.5% |