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.
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,641 | $110,094-42.2% | $151,611-58.0% | $68,494-7.1% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -16.24% | -10.12%-6.1pp | 3.33%-19.6pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,375 | $4,471-69.2% | $6,166-77.7% | $2,596-47.0% |
| Participant deferral / active EE | $2,304 | $6,527-64.7% | $8,363-72.5% | $4,027-42.8% |
| Admin fee / account holder | $7,374 | $7,719-4.5% | $11,616-36.5% | $5,403+36.5% |