Filed June 16, 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.
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 | $43,384 | $95,803-54.7% | $113,168-61.7% | $84,808-48.8% |
| Participation rate | 95.2% | 72.9%+22.4pp | 76.6%+18.7pp | 68.3%+26.9pp |
| Annual return | 9.00% | 25.00%-16.0pp | 24.27%-15.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $898 | $2,360-61.9% | $2,975-69.8% | $2,631-65.9% |
| Participant deferral / active EE | $4,638 | $4,242+9.3% | $5,107-9.2% | $4,212+10.1% |
| Admin fee / account holder | $2,480 | $8,989-72.4% | $12,068-79.4% | $7,344-66.2% |