Filed August 5, 2026 (most recent of 2 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 | $92,164 | $100,041-7.9% | $149,718-38.4% | $70,131+31.4% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.1%+2.6pp | 69.5%+20.1pp |
| Annual return | 9.95% | 27.43%-17.5pp | 1501.63%-1491.7pp | 73.14%-63.2pp |
| Employer contribution / active EE | $1,915 | $3,662-47.7% | $5,445-64.8% | $2,342-18.3% |
| Participant deferral / active EE | $2,807 | $4,983-43.7% | $6,569-57.3% | $3,332-15.8% |
| Admin fee / account holder | $13,441 | $8,286+62.2% | $11,283+19.1% | $4,645+189.3% |