Filed March 25, 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.
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 | $116,302 | $100,041+16.3% | $149,718-22.3% | $70,131+65.8% |
| Participation rate | 92.9% | 83.6%+9.4pp | 87.1%+5.9pp | 69.5%+23.4pp |
| Annual return | 15.39% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,334 | $3,662-63.6% | $5,445-75.5% | $2,342-43.0% |
| Participant deferral / active EE | $6,425 | $4,983+29.0% | $6,569-2.2% | $3,332+92.9% |
| Admin fee / account holder | $6,053 | $8,286-27.0% | $11,283-46.4% | $4,645+30.3% |