Filed March 30, 2026 (most recent of 3 filings on file)
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 | $83,098 | $138,347-39.9% | $184,203-54.9% | $80,856+2.8% |
| Participation rate | 89.6% | 83.9%+5.7pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 10.17% | 20.02%-9.9pp | 28.81%-18.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,959 | $4,850-59.6% | $6,427-69.5% | $2,755-28.9% |
| Participant deferral / active EE | $4,307 | $7,071-39.1% | $9,131-52.8% | $4,296+0.3% |
| Admin fee / account holder | $37,339 | $10,483+256.2% | $13,901+168.6% | $6,918+439.7% |