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 | $56,442 | $46,553+21.2% | $64,056-11.9% | $75,163-24.9% |
| Participation rate | 90.9% | 65.9%+25.0pp | 72.3%+18.6pp | 67.2%+23.7pp |
| Annual return | 17.64% | 26.03%-8.4pp | 33.69%-16.0pp | 160.62%-143.0pp |
| Employer contribution / active EE | $2,095 | $1,974+6.1% | $2,747-23.7% | $2,670-21.5% |
| Participant deferral / active EE | $8,681 | $2,837+206.0% | $3,880+123.7% | $4,125+110.4% |
| Admin fee / account holder | $1,978 | $2,952-33.0% | $3,068-35.5% | $5,651-65.0% |