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 | $142,012 | $67,606+110.1% | $82,313+72.5% | $70,131+102.5% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 14.64% | 21.57%-6.9pp | 25.88%-11.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $3,974 | $1,755+126.5% | $2,428+63.7% | $2,342+69.7% |
| Participant deferral / active EE | $5,393 | $2,987+80.5% | $3,706+45.5% | $3,332+61.9% |
| Admin fee / account holder | $711 | $4,512-84.2% | $5,608-87.3% | $4,645-84.7% |