Filed April 10, 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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,375 | $197,591-38.6% | $177,821-31.7% | $158,922-23.6% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 12.56% | 58.76%-46.2pp | 48.32%-35.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $948 | $6,697-85.8% | $5,918-84.0% | $4,761-80.1% |
| Participant deferral / active EE | $3,249 | $8,405-61.3% | $7,714-57.9% | $5,982-45.7% |
| Admin fee / account holder | $26,404 | $15,399+71.5% | $12,427+112.5% | $11,246+134.8% |