Filed March 30, 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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,019 | $48,076-41.7% | $78,689-64.4% | $62,891-55.4% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | -2.01% | 31.35%-33.4pp | 62.18%-64.2pp | 20.14%-22.2pp |
| Employer contribution / active EE | $4,879 | $2,015+142.2% | $2,851+71.1% | $2,281+113.9% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,475 | $3,207-22.8% | $4,510-45.1% | $4,296-42.4% |