Filed September 23, 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 | $24,733 | $49,227-49.8% | $70,449-64.9% | $79,858-69.0% |
| Participation rate | 87.8% | 69.2%+18.6pp | 75.1%+12.8pp | 69.6%+18.2pp |
| Annual return | 8.20% | 30.06%-21.9pp | 109.03%-100.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,907 | $2,099+38.5% | $2,737+6.2% | $2,471+17.7% |
| Participant deferral / active EE | $5,070 | $2,768+83.2% | $3,709+36.7% | $3,740+35.6% |
| Admin fee / account holder | $960 | $2,878-66.6% | $3,845-75.0% | $5,306-81.9% |