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 | $56,819 | $60,124-5.5% | $90,404-37.1% | $79,858-28.8% |
| Participation rate | 81.8% | 65.0%+16.8pp | 72.7%+9.1pp | 69.6%+12.2pp |
| Annual return | -1.03% | 71.94%-73.0pp | 1293.02%-1294.0pp | 31.71%-32.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,105 | $2,938+209.9% | $3,963+129.7% | $3,740+143.4% |
| Admin fee / account holder | $12,169 | $3,976+206.0% | $5,611+116.9% | $5,306+129.3% |