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 | $63,449 | $110,094-42.4% | $151,611-58.2% | $68,494-7.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -13.24% | -10.12%-3.1pp | 3.33%-16.6pp | -7.84%-5.4pp |
| Employer contribution / active EE | $3,416 | $4,471-23.6% | $6,166-44.6% | $2,596+31.6% |
| Participant deferral / active EE | $6,500 | $6,527-0.4% | $8,363-22.3% | $4,027+61.4% |
| Admin fee / account holder | $20,016 | $7,719+159.3% | $11,616+72.3% | $5,403+270.5% |