Filed February 6, 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 | $42,799 | $62,586-31.6% | $76,768-44.2% | $64,186-33.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -6.80% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,488 | $1,832+90.4% | $2,485+40.4% | $2,381+46.5% |
| Participant deferral / active EE | $3,177 | $3,145+1.0% | $3,852-17.5% | $3,470-8.4% |
| Admin fee / account holder | $1,590 | $4,667-65.9% | $6,675-76.2% | $4,888-67.5% |