Filed June 17, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,725 | $94,529-46.3% | $140,016-63.8% | $64,186-21.0% |
| Participation rate | 71.9% | 84.1%-12.2pp | 87.5%-15.6pp | 69.6%+2.4pp |
| Annual return | -4.72% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,776 | $3,812-53.4% | $5,606-68.3% | $2,381-25.4% |
| Participant deferral / active EE | $2,381 | $5,250-54.7% | $6,927-65.6% | $3,470-31.4% |
| Admin fee / account holder | $4,351 | $6,741-35.5% | $10,705-59.4% | $4,888-11.0% |