Filed January 28, 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.
Employer 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 | $97,435 | $56,199+73.4% | $67,652+44.0% | $59,632+63.4% |
| Participation rate | 72.4% | 71.5%+0.9pp | 75.7%-3.3pp | 68.7%+3.7pp |
| Annual return | 2.00% | 18505.31%-18503.3pp | 6625.04%-6623.0pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,981 | $2,844+40.0% | $3,560+11.8% | $3,192+24.7% |
| Admin fee / account holder | $25,637 | $3,958+547.7% | $4,821+431.8% | $4,297+496.6% |