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 | $127,828 | $57,354+122.9% | $83,848+52.5% | $64,186+99.2% |
| Participation rate | 97.6% | 68.6%+29.0pp | 76.1%+21.4pp | 69.6%+28.0pp |
| Annual return | -3.07% | 11.38%-14.5pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,504 | $2,545-40.9% | $3,631-58.6% | $2,381-36.8% |
| Participant deferral / active EE | $6,199 | $2,993+107.1% | $4,082+51.9% | $3,470+78.7% |
| Admin fee / account holder | $13,828 | $4,046+241.8% | $5,478+152.4% | $4,888+182.9% |