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 | $52,958 | $86,929-39.1% | $102,423-48.3% | $80,856-34.5% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 13.93% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,929 | $2,369+65.8% | $3,023+30.0% | $2,755+42.6% |
| Participant deferral / active EE | $3,904 | $4,118-5.2% | $5,053-22.7% | $4,296-9.1% |
| Admin fee / account holder | $744 | $8,049-90.8% | $9,451-92.1% | $6,918-89.2% |