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 | $63,904 | $123,793-48.4% | $177,821-64.1% | $79,858-20.0% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 11.98% | 22.82%-10.8pp | 48.32%-36.3pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,010 | $4,095-26.5% | $5,918-49.1% | $2,471+21.8% |
| Participant deferral / active EE | $4,510 | $5,956-24.3% | $7,714-41.5% | $3,740+20.6% |
| Admin fee / account holder | $4,977 | $7,243-31.3% | $12,427-59.9% | $5,306-6.2% |