Filed July 10, 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 | $38,980 | $87,841-55.6% | $133,980-70.9% | $62,891-38.0% |
| Participation rate | 87.2% | 83.4%+3.9pp | 87.1%+0.2pp | 69.3%+17.9pp |
| Annual return | 8.58% | 12.05%-3.5pp | 29.30%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,874 | $3,483-46.2% | $5,211-64.0% | $2,281-17.8% |
| Participant deferral / active EE | $2,525 | $4,812-47.5% | $6,282-59.8% | $3,203-21.2% |
| Admin fee / account holder | $2,110 | $5,371-60.7% | $9,324-77.4% | $4,296-50.9% |