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 | $61,310 | $125,758-51.2% | $169,993-63.9% | $75,163-18.4% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 15.44% | 27.20%-11.8pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,124 | $4,615-54.0% | $6,785-68.7% | $2,670-20.4% |
| Participant deferral / active EE | $4,271 | $6,837-37.5% | $10,408-59.0% | $4,125+3.5% |
| Admin fee / account holder | $17,632 | $8,173+115.7% | $12,815+37.6% | $5,651+212.0% |