Filed September 21, 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 | $52,803 | $82,032-35.6% | $123,104-57.1% | $59,632-11.5% |
| Participation rate | 94.1% | 83.2%+10.9pp | 86.8%+7.3pp | 68.7%+25.4pp |
| Annual return | -0.24% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,528 | $3,297-23.3% | $5,151-50.9% | $2,203+14.8% |
| Participant deferral / active EE | $4,064 | $4,667-12.9% | $6,230-34.8% | $3,192+27.3% |
| Admin fee / account holder | $2,006 | $5,881-65.9% | $9,015-77.7% | $4,297-53.3% |