Filed July 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 | $132,113 | $138,347-4.5% | $184,203-28.3% | $80,856+63.4% |
| Participation rate | 94.4% | 83.9%+10.6pp | 86.8%+7.6pp | 67.6%+26.8pp |
| Annual return | 12.97% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,357 | $4,850-30.8% | $6,427-47.8% | $2,755+21.9% |
| Participant deferral / active EE | $7,330 | $7,071+3.7% | $9,131-19.7% | $4,296+70.6% |
| Admin fee / account holder | $5,640 | $10,483-46.2% | $13,901-59.4% | $6,918-18.5% |