Filed April 16, 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 | $73,296 | $59,805+22.6% | $79,550-7.9% | $68,494+7.0% |
| Participation rate | 95.8% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | -16.65% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,904 | $1,505+92.9% | $2,413+20.3% | $2,596+11.8% |
| Participant deferral / active EE | $5,178 | $3,024+71.2% | $3,985+29.9% | $4,027+28.6% |
| Admin fee / account holder | $6,038 | $4,835+24.9% | $6,832-11.6% | $5,403+11.8% |