Filed July 1, 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 | $37,069 | $81,446-54.5% | $103,374-64.1% | $80,874-54.2% |
| Participation rate | 71.3% | 66.9%+4.4pp | 74.5%-3.3pp | 67.6%+3.6pp |
| Annual return | 9.15% | 25.57%-16.4pp | 24.89%-15.7pp | 35.62%-26.5pp |
| Employer contribution / active EE | $4,901 | $3,107+57.7% | $3,869+26.7% | $2,756+77.9% |
| Participant deferral / active EE | $1,206 | $3,870-68.8% | $5,058-76.1% | $4,297-71.9% |
| Admin fee / account holder | $3,372 | $6,715-49.8% | $8,394-59.8% | $6,935-51.4% |