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 | $89,542 | $61,660+45.2% | $80,019+11.9% | $64,186+39.5% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.8%+20.9pp | 69.6%+27.2pp |
| Annual return | -3.00% | -0.33%-2.7pp | 11.22%-14.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,756 | $1,810-3.0% | $2,468-28.9% | $2,381-26.2% |
| Participant deferral / active EE | $5,379 | $2,968+81.3% | $3,686+46.0% | $3,470+55.0% |
| Admin fee / account holder | $3,481 | $5,417-35.7% | $6,521-46.6% | $4,888-28.8% |