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 | $110,495 | $111,754-1.1% | $103,333+6.9% | $145,922-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.07% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,591 | $4,212-14.8% | $3,868-7.2% | $4,660-22.9% |
| Participant deferral / active EE | $8,326 | $5,619+48.2% | $5,057+64.6% | $6,688+24.5% |
| Admin fee / account holder | $5,085 | $9,750-47.8% | $8,355-39.1% | $13,397-62.0% |