Filed September 3, 2026
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 9-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 | $119,608 | $62,586+91.1% | $76,768+55.8% | $64,186+86.3% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -5.55% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,952 | $1,832+334.1% | $2,485+220.0% | $2,381+234.0% |
| Participant deferral / active EE | $18,700 | $3,145+494.6% | $3,852+385.5% | $3,470+439.0% |
| Admin fee / account holder | $3,127 | $4,667-33.0% | $6,675-53.1% | $4,888-36.0% |