Filed May 19, 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 | $75,972 | $45,152+68.3% | $73,843+2.9% | $59,632+27.4% |
| Participation rate | 92.1% | 64.0%+28.0pp | 73.4%+18.6pp | 68.7%+23.4pp |
| Annual return | -2.52% | 27.40%-29.9pp | 2267.84%-2270.4pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $3,769 | $1,902+98.2% | $2,787+35.2% | $2,203+71.1% |
| Participant deferral / active EE | $5,568 | $2,574+116.3% | $3,583+55.4% | $3,192+74.5% |
| Admin fee / account holder | $4,345 | $3,516+23.6% | $4,880-11.0% | $4,297+1.1% |