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 | $75,355 | $123,793-39.1% | $177,821-57.6% | $79,858-5.6% |
| Participation rate | 95.5% | 84.7%+10.8pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 14.37% | 22.82%-8.4pp | 48.32%-34.0pp | 31.71%-17.3pp |
| Employer contribution / active EE | $4,733 | $4,095+15.6% | $5,918-20.0% | $2,471+91.6% |
| Participant deferral / active EE | $1,068 | $5,956-82.1% | $7,714-86.2% | $3,740-71.4% |
| Admin fee / account holder | $3,121 | $7,243-56.9% | $12,427-74.9% | $5,306-41.2% |