Filed February 26, 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 | $84,532 | $97,757-13.5% | $83,848+0.8% | $135,375-37.6% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -8.78% | 1287.37%-1296.2pp | 850.88%-859.7pp | 519.73%-528.5pp |
| Employer contribution / active EE | $3,464 | $4,222-17.9% | $3,631-4.6% | $4,779-27.5% |
| Participant deferral / active EE | $8,255 | $4,682+76.3% | $4,082+102.2% | $5,609+47.2% |
| Admin fee / account holder | $413 | $6,674-93.8% | $5,478-92.5% | $10,827-96.2% |