Filed August 5, 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 7-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 | $44,689 | $60,323-25.9% | $81,812-45.4% | $74,495-40.0% |
| Participation rate | 76.2% | 62.9%+13.3pp | 72.3%+3.8pp | 67.2%+9.0pp |
| Annual return | 16.18% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,936 | $2,620+12.1% | $2,912+0.8% | $2,623+11.9% |
| Participant deferral / active EE | $6,537 | $3,387+93.0% | $4,319+51.4% | $4,346+50.4% |
| Admin fee / account holder | $618 | $1,486-58.4% | $7,386-91.6% | $1,942-68.2% |