Filed November 9, 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 3-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 | $51,194 | $100,773-49.2% | $88,946-42.4% | $142,382-64.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.05% | 70.18%-47.1pp | 57.82%-34.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $13,619 | $2,918+366.8% | $2,555+433.0% | $4,299+216.8% |
| Participant deferral / active EE | $5,662 | $5,230+8.3% | $4,581+23.6% | $6,507-13.0% |
| Admin fee / account holder | $2,808 | $9,693-71.0% | $8,261-66.0% | $12,624-77.8% |