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 | $87,154 | $94,529-7.8% | $140,016-37.8% | $64,186+35.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 87.5%+4.2pp | 69.6%+22.1pp |
| Annual return | -5.67% | 7.77%-13.4pp | 651.12%-656.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,834 | $3,812+26.8% | $5,606-13.8% | $2,381+103.0% |
| Participant deferral / active EE | $1,076 | $5,250-79.5% | $6,927-84.5% | $3,470-69.0% |
| Admin fee / account holder | $1,447 | $6,741-78.5% | $10,705-86.5% | $4,888-70.4% |