Filed July 24, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,947 | $87,841-75.0% | $133,980-83.6% | $62,891-65.1% |
| Participation rate | 75.9% | 83.4%-7.5pp | 87.1%-11.2pp | 69.3%+6.6pp |
| Annual return | 6.71% | 12.05%-5.3pp | 29.30%-22.6pp | 20.14%-13.4pp |
| Employer contribution / active EE | $789 | $3,483-77.4% | $5,211-84.9% | $2,281-65.4% |
| Participant deferral / active EE | $626 | $4,812-87.0% | $6,282-90.0% | $3,203-80.4% |
| Admin fee / account holder | $2,169 | $5,371-59.6% | $9,324-76.7% | $4,296-49.5% |