Filed January 27, 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 | $75,195 | $100,041-24.8% | $149,718-49.8% | $70,131+7.2% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 9.73% | 27.43%-17.7pp | 1501.63%-1491.9pp | 73.14%-63.4pp |
| Employer contribution / active EE | $2,587 | $3,662-29.4% | $5,445-52.5% | $2,342+10.4% |
| Participant deferral / active EE | $3,405 | $4,983-31.7% | $6,569-48.2% | $3,332+2.2% |
| Admin fee / account holder | $13,144 | $8,286+58.6% | $11,283+16.5% | $4,645+182.9% |