Filed April 17, 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 | $63,578 | $78,422-18.9% | $95,952-33.7% | $79,858-20.4% |
| Participation rate | 92.5% | 73.5%+19.0pp | 77.1%+15.4pp | 69.6%+22.9pp |
| Annual return | 16.86% | 19.37%-2.5pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,796 | $1,945+43.7% | $2,541+10.0% | $2,471+13.2% |
| Participant deferral / active EE | $10,231 | $3,440+197.4% | $4,167+145.5% | $3,740+173.6% |
| Admin fee / account holder | $4,151 | $5,622-26.2% | $6,795-38.9% | $5,306-21.8% |