Filed September 8, 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 | $18,898 | $58,208-67.5% | $81,812-76.9% | $80,856-76.6% |
| Participation rate | 95.8% | 63.4%+32.4pp | 72.3%+23.5pp | 67.6%+28.2pp |
| Annual return | 16.52% | 41.66%-25.1pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,949 | $2,340-16.7% | $2,912-33.1% | $2,755-29.2% |
| Participant deferral / active EE | $2,977 | $3,281-9.2% | $4,319-31.1% | $4,296-30.7% |
| Admin fee / account holder | $4,392 | $4,981-11.8% | $7,386-40.5% | $6,918-36.5% |