Filed July 10, 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.
Participant 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 | $39,862 | $167,484-76.2% | $151,611-73.7% | $134,475-70.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -16.07% | 7.80%-23.9pp | 3.33%-19.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,079 | $6,829-69.6% | $6,166-66.3% | $4,740-56.1% |
| Participant deferral / active EE | $2,778 | $8,986-69.1% | $8,363-66.8% | $6,400-56.6% |
| Admin fee / account holder | $899 | $13,783-93.5% | $11,616-92.3% | $11,426-92.1% |