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 | $194,383 | $101,724+91.1% | $164,813+17.9% | $80,856+140.4% |
| Participation rate | 83.0% | 71.8%+11.2pp | 78.6%+4.4pp | 67.6%+15.4pp |
| Annual return | 8.82% | 16.72%-7.9pp | 69.93%-61.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $3,195 | $2,953+8.2% | $4,341-26.4% | $2,755+16.0% |
| Participant deferral / active EE | $8,172 | $4,477+82.5% | $6,031+35.5% | $4,296+90.2% |
| Admin fee / account holder | $1,695 | $8,227-79.4% | $12,690-86.6% | $6,918-75.5% |