Filed September 17, 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 | $63,278 | $59,725+5.9% | $68,509-7.6% | - |
| Participation rate | 76.8% | 66.5%+10.2pp | 74.7%+2.0pp | - |
| Annual return | 0.58% | 51.05%-50.5pp | 8.27%-7.7pp | - |
| Employer contribution / active EE | $1,424 | $1,613-11.7% | $2,278-37.5% | - |
| Participant deferral / active EE | $7,100 | $2,426+192.6% | $3,382+109.9% | - |
| Admin fee / account holder | $10,044 | $8,564+17.3% | $5,275+90.4% | - |