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 | $158,575 | $112,096+41.5% | $95,952+65.3% | $158,922-0.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.89% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,838 | $3,198+20.0% | $2,541+51.0% | $4,761-19.4% |
| Participant deferral / active EE | $5,376 | $4,784+12.4% | $4,167+29.0% | $5,982-10.1% |
| Admin fee / account holder | $41,924 | $10,130+313.8% | $6,795+516.9% | $11,246+272.8% |