Filed August 6, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,888 | $100,041+0.8% | $149,718-32.6% | $70,131+43.9% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.1%+1.2pp | 69.5%+18.7pp |
| Annual return | 13.28% | 27.43%-14.1pp | 1501.63%-1488.3pp | 73.14%-59.9pp |
| Employer contribution / active EE | $5,009 | $3,662+36.8% | $5,445-8.0% | $2,342+113.8% |
| Participant deferral / active EE | $1,059 | $4,983-78.7% | $6,569-83.9% | $3,332-68.2% |
| Admin fee / account holder | $4,453 | $8,286-46.3% | $11,283-60.5% | $4,645-4.1% |