Filed March 24, 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 | $71,762 | $549,947-87.0% | $177,821-59.6% | - |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.7%-87.7pp | - |
| Annual return | 8.10% | 10.27%-2.2pp | 48.32%-40.2pp | - |
| Employer contribution / active EE | $0 | $3,110-100.0% | $5,918-100.0% | - |
| Participant deferral / active EE | $0 | $4,796-100.0% | $7,714-100.0% | - |
| Admin fee / account holder | $611 | $57,220-98.9% | $12,427-95.1% | - |