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 | $59,839 | $94,529-36.7% | $140,016-57.3% | $64,186-6.8% |
| Participation rate | 96.4% | 84.1%+12.3pp | 87.5%+8.9pp | 69.6%+26.9pp |
| Annual return | -4.18% | 7.77%-11.9pp | 651.12%-655.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,800 | $3,812-26.6% | $5,606-50.1% | $2,381+17.6% |
| Participant deferral / active EE | $4,787 | $5,250-8.8% | $6,927-30.9% | $3,470+38.0% |
| Admin fee / account holder | $8,209 | $6,741+21.8% | $10,705-23.3% | $4,888+67.9% |