Filed April 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,327 | $57,354-33.2% | $83,848-54.3% | $64,186-40.3% |
| Participation rate | 67.1% | 68.6%-1.5pp | 76.1%-9.1pp | 69.6%-2.5pp |
| Annual return | -7.68% | 11.38%-19.1pp | 850.88%-858.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,335 | $2,545-8.2% | $3,631-35.7% | $2,381-1.9% |
| Participant deferral / active EE | $4,417 | $2,993+47.6% | $4,082+8.2% | $3,470+27.3% |
| Admin fee / account holder | $2,901 | $4,046-28.3% | $5,478-47.0% | $4,888-40.7% |