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 | $48,654 | $99,652-51.2% | $78,778-38.2% | $147,584-67.0% |
| Participation rate | 73.7% | 76.2%-2.5pp | 69.2%+4.5pp | 82.8%-9.1pp |
| Annual return | 18.91% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.6pp |
| Employer contribution / active EE | $493 | $2,796-82.3% | $1,986-75.1% | $4,876-89.9% |
| Participant deferral / active EE | $3,830 | $3,664+4.6% | $2,958+29.5% | $5,439-29.6% |
| Admin fee / account holder | $2,179 | $7,155-69.6% | $5,134-57.6% | $10,885-80.0% |