Filed March 17, 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 | $93,394 | $59,101+58.0% | $77,163+21.0% | $75,163+24.3% |
| Participation rate | 91.3% | 63.9%+27.4pp | 69.6%+21.7pp | 67.2%+24.1pp |
| Annual return | 7.68% | 26.71%-19.0pp | 37.87%-30.2pp | 160.62%-152.9pp |
| Employer contribution / active EE | $3,518 | $1,995+76.3% | $2,535+38.8% | $2,670+31.8% |
| Participant deferral / active EE | $3,958 | $2,999+32.0% | $3,833+3.3% | $4,125-4.0% |
| Admin fee / account holder | $25,407 | $4,774+432.2% | $5,472+364.3% | $5,651+349.6% |