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 | $88,219 | $67,411+30.9% | $91,001-3.1% | $70,131+25.8% |
| Participation rate | 98.9% | 71.4%+27.6pp | 75.6%+23.3pp | 69.5%+29.4pp |
| Annual return | 14.72% | -40.16%+54.9pp | 4.60%+10.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,641 | $1,786-8.1% | $2,456-33.2% | $2,342-29.9% |
| Participant deferral / active EE | $4,968 | $2,823+76.0% | $3,547+40.1% | $3,332+49.1% |
| Admin fee / account holder | $5,236 | $4,236+23.6% | $5,417-3.3% | $4,645+12.7% |