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 | $43,206 | $42,894+0.7% | $60,874-29.0% | $68,494-36.9% |
| Participation rate | 87.2% | 66.8%+20.4pp | 73.1%+14.1pp | 67.9%+19.3pp |
| Annual return | -13.93% | -13.98%+0.1pp | 16.90%-30.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $979 | $1,978-50.5% | $2,701-63.8% | $2,596-62.3% |
| Participant deferral / active EE | $8,129 | $2,867+183.6% | $3,817+113.0% | $4,027+101.9% |
| Admin fee / account holder | $2,184 | $3,101-29.6% | $3,224-32.3% | $5,403-59.6% |