Filed June 4, 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 | $63,214 | $54,350+16.3% | $82,719-23.6% | $68,494-7.7% |
| Participation rate | 74.2% | 63.9%+10.3pp | 72.6%+1.6pp | 67.9%+6.3pp |
| Annual return | -17.37% | -13.67%-3.7pp | 701.18%-718.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $757 | $2,218-65.9% | $3,009-74.8% | $2,596-70.8% |
| Participant deferral / active EE | $3,025 | $3,246-6.8% | $4,395-31.2% | $4,027-24.9% |
| Admin fee / account holder | $761 | $4,395-82.7% | $5,329-85.7% | $5,403-85.9% |