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 | $70,435 | $71,883-2.0% | $86,677-18.7% | $68,494+2.8% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.3pp | 67.9%+27.9pp |
| Annual return | -17.27% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $5,621 | $2,173+158.7% | $2,836+98.2% | $2,596+116.5% |
| Participant deferral / active EE | $14,438 | $3,779+282.1% | $4,656+210.1% | $4,027+258.5% |
| Admin fee / account holder | $11,128 | $6,112+82.1% | $7,493+48.5% | $5,403+106.0% |