Filed September 3, 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 | $35,898 | $71,370-49.7% | $78,805-54.4% | $71,370-49.7% |
| Participation rate | 28.3% | 55.1%-26.8pp | 73.6%-45.3pp | 55.1%-26.8pp |
| Annual return | 13.90% | 15.87%-2.0pp | -2.71%+16.6pp | 15.87%-2.0pp |
| Employer contribution / active EE | $543 | $1,874-71.0% | $4,059-86.6% | $1,874-71.0% |
| Participant deferral / active EE | $1,410 | $2,656-46.9% | $3,584-60.7% | $2,656-46.9% |
| Admin fee / account holder | $9,039 | $6,050+49.4% | $5,677+59.2% | $6,050+49.4% |