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 | $51,045 | $71,883-29.0% | $86,677-41.1% | $68,494-25.5% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -13.34% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $4,424 | $2,173+103.6% | $2,836+56.0% | $2,596+70.4% |
| Participant deferral / active EE | $5,096 | $3,779+34.9% | $4,656+9.5% | $4,027+26.6% |
| Admin fee / account holder | $10,162 | $6,112+66.3% | $7,493+35.6% | $5,403+88.1% |