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 | $71,050+8.4% | $93,606-17.7% | $80,856-4.7% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.6%+16.2pp |
| Annual return | 13.27% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,826 | $1,564+80.7% | $2,420+16.8% | $2,755+2.6% |
| Participant deferral / active EE | $6,298 | $4,034+56.1% | $4,411+42.8% | $4,296+46.6% |
| Admin fee / account holder | $5,743 | $6,945-17.3% | $8,285-30.7% | $6,918-17.0% |