Filed June 25, 2026 (most recent of 5 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 4-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 | $45,334 | $138,347-67.2% | $184,203-75.4% | $80,856-43.9% |
| Participation rate | 74.5% | 83.9%-9.4pp | 86.8%-12.4pp | 67.6%+6.8pp |
| Annual return | 10.59% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,663 | $4,850-45.1% | $6,427-58.6% | $2,755-3.3% |
| Participant deferral / active EE | $4,012 | $7,071-43.3% | $9,131-56.1% | $4,296-6.6% |
| Admin fee / account holder | $2,896 | $10,483-72.4% | $13,901-79.2% | $6,918-58.1% |