Filed July 2, 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 | $141,057 | $109,881+28.4% | $150,045-6.0% | $84,808+66.3% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 19.94% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,687 | $3,561-52.6% | $4,693-64.1% | $2,631-35.9% |
| Participant deferral / active EE | $9,577 | $6,636+44.3% | $7,997+19.8% | $4,212+127.4% |
| Admin fee / account holder | $5,772 | $8,568-32.6% | $13,435-57.0% | $7,344-21.4% |