Filed May 4, 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 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 | $42,068 | $49,227-14.5% | $70,449-40.3% | $79,858-47.3% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.9pp |
| Annual return | 11.48% | 30.06%-18.6pp | 109.03%-97.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $430 | $2,099-79.5% | $2,737-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $7,245 | $2,768+161.8% | $3,709+95.4% | $3,740+93.7% |
| Admin fee / account holder | $10,221 | $2,878+255.1% | $3,845+165.8% | $5,306+92.6% |