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 | $159,167 | $110,257+44.4% | $96,544+64.9% | $139,434+14.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 23.88% | 26.32%-2.4pp | 25.84%-2.0pp | 372.94%-349.1pp |
| Employer contribution / active EE | $4,568 | $3,620+26.2% | $2,965+54.1% | $4,751-3.8% |
| Participant deferral / active EE | $5,821 | $5,548+4.9% | $4,851+20.0% | $6,710-13.2% |
| Admin fee / account holder | $10,819 | $11,591-6.7% | $8,252+31.1% | $11,403-5.1% |