Filed September 18, 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 | $20,669 | $115,770-82.1% | $101,248-79.6% | $158,922-87.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.44% | 56.14%-45.7pp | 46.47%-36.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $963 | $4,175-76.9% | $3,660-73.7% | $4,761-79.8% |
| Participant deferral / active EE | $3,580 | $4,957-27.8% | $4,370-18.1% | $5,982-40.2% |
| Admin fee / account holder | $520 | $7,245-92.8% | $5,945-91.3% | $11,246-95.4% |