Filed January 7, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $125,801 | $110,094+14.3% | $151,611-17.0% | $68,494+83.7% |
| Participation rate | 84.8% | 84.0%+0.9pp | 87.5%-2.6pp | 67.9%+17.0pp |
| Annual return | -14.63% | -10.12%-4.5pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $15,390 | $6,527+135.8% | $8,363+84.0% | $4,027+282.2% |
| Admin fee / account holder | $10,671 | $7,719+38.3% | $11,616-8.1% | $5,403+97.5% |