Filed August 3, 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 5-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 | $29,723 | $87,841-66.2% | $133,980-77.8% | $62,891-52.7% |
| Participation rate | 76.3% | 83.4%-7.1pp | 87.1%-10.7pp | 69.3%+7.0pp |
| Annual return | 7.34% | 12.05%-4.7pp | 29.30%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,587 | $3,483-54.4% | $5,211-69.5% | $2,281-30.4% |
| Participant deferral / active EE | $2,382 | $4,812-50.5% | $6,282-62.1% | $3,203-25.6% |
| Admin fee / account holder | $686 | $5,371-87.2% | $9,324-92.6% | $4,296-84.0% |