Filed July 21, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,024 | $53,127-73.6% | $86,590-83.8% | $70,131-80.0% |
| Participation rate | 88.0% | 65.3%+22.7pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 11.23% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $346 | $2,068-83.3% | $2,839-87.8% | $2,342-85.2% |
| Participant deferral / active EE | $3,160 | $2,696+17.2% | $3,609-12.4% | $3,332-5.1% |
| Admin fee / account holder | $1,157 | $3,585-67.7% | $4,906-76.4% | $4,645-75.1% |