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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,717 | $123,793-51.8% | $177,821-66.4% | $79,858-25.2% |
| Participation rate | 80.4% | 84.7%-4.3pp | 87.7%-7.3pp | 69.6%+10.8pp |
| Annual return | 8.49% | 22.82%-14.3pp | 48.32%-39.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $2,284 | $4,095-44.2% | $5,918-61.4% | $2,471-7.6% |
| Participant deferral / active EE | $3,135 | $5,956-47.4% | $7,714-59.4% | $3,740-16.2% |
| Admin fee / account holder | $5,850 | $7,243-19.2% | $12,427-52.9% | $5,306+10.2% |