Filed April 16, 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 | $42,853 | $56,199-23.7% | $67,652-36.7% | $59,632-28.1% |
| Participation rate | 86.4% | 71.5%+14.9pp | 75.7%+10.7pp | 68.7%+17.7pp |
| Annual return | -0.52% | 18505.31%-18505.8pp | 6625.04%-6625.6pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,883 | $2,844+1.4% | $3,560-19.0% | $3,192-9.7% |
| Admin fee / account holder | $1,405 | $3,958-64.5% | $4,821-70.8% | $4,297-67.3% |