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 | $84,768 | $81,460+4.1% | $103,333-18.0% | $80,856+4.8% |
| Participation rate | 94.1% | 66.8%+27.3pp | 74.5%+19.6pp | 67.6%+26.5pp |
| Annual return | 13.27% | 25.55%-12.3pp | 24.88%-11.6pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,686 | $3,105+18.7% | $3,868-4.7% | $2,755+33.8% |
| Participant deferral / active EE | $6,111 | $3,869+58.0% | $5,057+20.8% | $4,296+42.3% |
| Admin fee / account holder | $8,260 | $6,566+25.8% | $8,355-1.1% | $6,918+19.4% |