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 | $98,446 | $197,591-50.2% | $177,821-44.6% | $158,922-38.1% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 6.00% | 58.76%-52.8pp | 48.32%-42.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $2,315 | $6,697-65.4% | $5,918-60.9% | $4,761-51.4% |
| Participant deferral / active EE | $3,759 | $8,405-55.3% | $7,714-51.3% | $5,982-37.2% |
| Admin fee / account holder | $23,466 | $15,399+52.4% | $12,427+88.8% | $11,246+108.7% |