Filed July 30, 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 | $67,200 | $125,758-46.6% | $169,993-60.5% | $75,163-10.6% |
| Participation rate | 78.0% | 83.6%-5.6pp | 87.0%-9.0pp | 67.2%+10.8pp |
| Annual return | 16.14% | 27.20%-11.1pp | 53.37%-37.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,424 | $4,615-47.5% | $6,785-64.3% | $2,670-9.2% |
| Participant deferral / active EE | $8,468 | $6,837+23.8% | $10,408-18.6% | $4,125+105.3% |
| Admin fee / account holder | $11,657 | $8,173+42.6% | $12,815-9.0% | $5,651+106.3% |