Filed May 29, 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 | $77,052 | $71,057+8.4% | $93,654-17.7% | $80,874-4.7% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.1pp | 67.6%+16.2pp |
| Annual return | 13.27% | 11.26%+2.0pp | 133.34%-120.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,826 | $1,564+80.7% | $2,421+16.7% | $2,756+2.6% |
| Participant deferral / active EE | $6,298 | $4,034+56.1% | $4,413+42.7% | $4,297+46.6% |
| Admin fee / account holder | $5,743 | $6,944-17.3% | $8,282-30.7% | $6,935-17.2% |