Filed May 11, 2026 (most recent of 3 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.)
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 | $24,162 | $110,094-78.1% | $151,611-84.1% | $68,494-64.7% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -13.79% | -10.12%-3.7pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,572 | $4,471-64.8% | $6,166-74.5% | $2,596-39.5% |
| Participant deferral / active EE | $4,700 | $6,527-28.0% | $8,363-43.8% | $4,027+16.7% |
| Admin fee / account holder | $14,801 | $7,719+91.8% | $11,616+27.4% | $5,403+174.0% |