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 | $147,490 | $148,978-1.0% | $200,582-26.5% | $84,808+73.9% |
| Participation rate | 79.3% | 84.2%-4.9pp | 86.9%-7.6pp | 68.3%+11.0pp |
| Annual return | 8.97% | 28.16%-19.2pp | 42.33%-33.4pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,647 | $4,815-65.8% | $6,419-74.3% | $2,631-37.4% |
| Participant deferral / active EE | $5,238 | $7,142-26.7% | $9,331-43.9% | $4,212+24.4% |
| Admin fee / account holder | $16,106 | $13,977+15.2% | $16,305-1.2% | $7,344+119.3% |