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 | $68,959 | $138,347-50.2% | $184,203-62.6% | $80,856-14.7% |
| Participation rate | 72.5% | 83.9%-11.3pp | 86.8%-14.3pp | 67.6%+4.9pp |
| Annual return | 14.77% | 20.02%-5.2pp | 28.81%-14.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,174 | $4,850-55.2% | $6,427-66.2% | $2,755-21.1% |
| Participant deferral / active EE | $4,282 | $7,071-39.4% | $9,131-53.1% | $4,296-0.3% |
| Admin fee / account holder | $1,452 | $10,483-86.1% | $13,901-89.6% | $6,918-79.0% |