Filed March 10, 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 | $60,673 | $140,588-56.8% | $123,104-50.7% | $125,391-51.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.68% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $2,831 | $6,041-53.1% | $5,151-45.0% | $4,866-41.8% |
| Participant deferral / active EE | $5,024 | $6,980-28.0% | $6,230-19.4% | $5,352-6.1% |
| Admin fee / account holder | $3,321 | $11,198-70.3% | $9,015-63.2% | $9,540-65.2% |