Filed January 27, 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 6-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 | $91,317 | $73,933+23.5% | $96,683-5.6% | $75,163+21.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 3.76% | 26.70%-22.9pp | 35.69%-31.9pp | 160.62%-156.9pp |
| Employer contribution / active EE | $2,938 | $2,928+0.4% | $3,737-21.4% | $2,670+10.0% |
| Participant deferral / active EE | $7,770 | $3,659+112.4% | $4,878+59.3% | $4,125+88.4% |
| Admin fee / account holder | $10,864 | $5,216+108.3% | $6,730+61.4% | $5,651+92.2% |