Filed January 8, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,702 | $60,349-32.6% | $74,183-45.1% | $62,891-35.3% |
| Participation rate | 83.8% | 72.7%+11.1pp | 76.6%+7.2pp | 69.3%+14.5pp |
| Annual return | -0.46% | 21.37%-21.8pp | 17.74%-18.2pp | 20.14%-20.6pp |
| Employer contribution / active EE | $831 | $1,680-50.5% | $2,370-64.9% | $2,281-63.6% |
| Participant deferral / active EE | $3,802 | $2,856+33.1% | $3,550+7.1% | $3,203+18.7% |
| Admin fee / account holder | $6,747 | $4,261+58.3% | $5,586+20.8% | $4,296+57.1% |