Filed February 2, 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 | $110,528 | $52,681+109.8% | $75,781+45.9% | $59,632+85.3% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.8%+13.9pp | 68.7%+21.1pp |
| Annual return | 1.11% | 2.95%-1.8pp | 9.68%-8.6pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $1,384 | $2,193-36.9% | $3,323-58.4% | $2,203-37.2% |
| Participant deferral / active EE | $5,851 | $2,591+125.9% | $3,651+60.2% | $3,192+83.3% |
| Admin fee / account holder | $4,351 | $3,610+20.5% | $5,299-17.9% | $4,297+1.3% |