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 | $45,475 | $72,492-37.3% | $87,100-47.8% | $72,985-37.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.44% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.6pp |
| Employer contribution / active EE | $519 | $1,894-72.6% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $3,665 | $3,270+12.1% | $4,049-9.5% | $3,607+1.6% |
| Admin fee / account holder | $14,486 | $5,055+186.6% | $7,497+93.2% | $5,124+182.7% |