Filed January 30, 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 | $77,210 | $67,411+14.5% | $91,001-15.2% | $70,131+10.1% |
| Participation rate | 81.4% | 71.4%+10.0pp | 75.6%+5.8pp | 69.5%+11.8pp |
| Annual return | 16.33% | -40.16%+56.5pp | 4.60%+11.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,257 | $1,786-29.6% | $2,456-48.8% | $2,342-46.3% |
| Participant deferral / active EE | $2,039 | $2,823-27.8% | $3,547-42.5% | $3,332-38.8% |
| Admin fee / account holder | $6,660 | $4,236+57.2% | $5,417+22.9% | $4,645+43.4% |