Filed July 14, 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 | $132,047 | $138,347-4.6% | $184,203-28.3% | $80,856+63.3% |
| Participation rate | 72.2% | 83.9%-11.7pp | 86.8%-14.7pp | 67.6%+4.5pp |
| Annual return | 16.05% | 20.02%-4.0pp | 28.81%-12.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,361 | $4,850-71.9% | $6,427-78.8% | $2,755-50.6% |
| Participant deferral / active EE | $3,588 | $7,071-49.3% | $9,131-60.7% | $4,296-16.5% |
| Admin fee / account holder | $2,123 | $10,483-79.7% | $13,901-84.7% | $6,918-69.3% |