Filed September 15, 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 | $165,879 | $91,552+81.2% | $133,956+23.8% | $79,858+107.7% |
| Participation rate | 71.7% | 73.3%-1.6pp | 79.8%-8.1pp | 69.6%+2.1pp |
| Annual return | 7.94% | 61.85%-53.9pp | 45.09%-37.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,558 | $2,384-34.6% | $3,919-60.2% | $2,471-36.9% |
| Participant deferral / active EE | $5,033 | $3,733+34.8% | $5,048-0.3% | $3,740+34.6% |
| Admin fee / account holder | $5,033 | $6,321-20.4% | $8,927-43.6% | $5,306-5.1% |