Filed September 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 | $160,013 | $142,344+12.4% | $119,609+33.8% | $134,475+19.0% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -19.08% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $13,069 | $5,222+150.3% | $4,232+208.8% | $4,740+175.7% |
| Participant deferral / active EE | $8,887 | $6,469+37.4% | $5,602+58.6% | $6,400+38.9% |
| Admin fee / account holder | $80,383 | $13,584+491.8% | $10,323+678.7% | $11,426+603.5% |