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 9-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 | $194,544 | $117,841+65.1% | $102,423+89.9% | $145,922+33.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.69% | 31.65%-12.0pp | 29.32%-9.6pp | 561.29%-541.6pp |
| Employer contribution / active EE | $4,219 | $3,615+16.7% | $3,023+39.5% | $4,660-9.5% |
| Participant deferral / active EE | $5,181 | $5,731-9.6% | $5,053+2.5% | $6,688-22.5% |
| Admin fee / account holder | $2,376 | $13,326-82.2% | $9,451-74.9% | $13,397-82.3% |