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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,440 | $54,762+1.2% | $90,281-38.6% | $72,985-24.0% |
| Participation rate | 81.4% | 65.1%+16.2pp | 73.3%+8.1pp | 69.5%+11.9pp |
| Annual return | 4.17% | 30.63%-26.5pp | 78.10%-73.9pp | 81.00%-76.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,074 | $2,887+145.0% | $3,885+82.1% | $3,607+96.1% |
| Admin fee / account holder | $994 | $3,972-75.0% | $5,351-81.4% | $5,124-80.6% |