Filed September 11, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $98,795 | $86,944+13.6% | $107,525-8.1% | $74,304+33.0% |
| Participation rate | 45.8% | 59.6%-13.7pp | 75.1%-29.2pp | 60.3%-14.5pp |
| Annual return | 20.77% | 23.52%-2.7pp | 181.32%-160.5pp | 29.43%-8.7pp |
| Employer contribution / active EE | $1,391 | $2,757-49.5% | $3,754-62.9% | $2,241-37.9% |
| Participant deferral / active EE | $2,542 | $3,554-28.5% | $5,116-50.3% | $3,767-32.5% |
| Admin fee / account holder | $1,991 | $3,727-46.6% | $8,919-77.7% | $2,969-32.9% |