Filed January 13, 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 | $58,170 | $125,758-53.7% | $169,993-65.8% | $75,163-22.6% |
| Participation rate | 79.6% | 83.6%-4.0pp | 87.0%-7.4pp | 67.2%+12.4pp |
| Annual return | 19.81% | 27.20%-7.4pp | 53.37%-33.6pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,396 | $4,615-48.1% | $6,785-64.7% | $2,670-10.3% |
| Participant deferral / active EE | $5,550 | $6,837-18.8% | $10,408-46.7% | $4,125+34.6% |
| Admin fee / account holder | $2,319 | $8,173-71.6% | $12,815-81.9% | $5,651-59.0% |