Filed March 20, 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 | $48,191 | $90,600-46.8% | $79,464-39.4% | $135,375-64.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.70% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,071 | $3,068-32.5% | $2,800-26.0% | $4,779-56.7% |
| Participant deferral / active EE | $3,009 | $4,050-25.7% | $3,704-18.8% | $5,609-46.3% |
| Admin fee / account holder | $43,931 | $5,907+643.7% | $5,113+759.2% | $10,827+305.8% |