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 | $113,008 | $78,422+44.1% | $95,952+17.8% | $79,858+41.5% |
| Participation rate | 78.0% | 73.5%+4.5pp | 77.1%+0.9pp | 69.6%+8.3pp |
| Annual return | 18.68% | 19.37%-0.7pp | 91.61%-72.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,492 | $3,440+59.6% | $4,167+31.8% | $3,740+46.8% |
| Admin fee / account holder | $6,406 | $5,622+13.9% | $6,795-5.7% | $5,306+20.7% |