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 | $138,868 | $62,586+121.9% | $76,768+80.9% | $64,186+116.4% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -3.71% | -1.95%-1.8pp | 2.43%-6.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $4,313 | $1,832+135.4% | $2,485+73.5% | $2,381+81.1% |
| Participant deferral / active EE | $5,823 | $3,145+85.2% | $3,852+51.2% | $3,470+67.8% |
| Admin fee / account holder | $6,067 | $4,667+30.0% | $6,675-9.1% | $4,888+24.1% |