Filed July 21, 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 9-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 | $38,953 | $42,894-9.2% | $60,874-36.0% | $68,494-43.1% |
| Participation rate | 74.5% | 66.8%+7.7pp | 73.1%+1.4pp | 67.9%+6.6pp |
| Annual return | -5.18% | -13.98%+8.8pp | 16.90%-22.1pp | -7.84%+2.7pp |
| Employer contribution / active EE | $2,677 | $1,978+35.3% | $2,701-0.9% | $2,596+3.1% |
| Participant deferral / active EE | $5,889 | $2,867+105.4% | $3,817+54.3% | $4,027+46.2% |
| Admin fee / account holder | $1,275 | $3,101-58.9% | $3,224-60.5% | $5,403-76.4% |