Filed March 30, 2026 (most recent of 3 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 10-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 | $75,817 | $109,359-30.7% | $162,163-53.2% | $72,985+3.9% |
| Participation rate | 82.4% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+12.9pp |
| Annual return | 17.91% | 25.46%-7.5pp | 115.59%-97.7pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,481 | $3,907-36.5% | $5,614-55.8% | $2,440+1.7% |
| Participant deferral / active EE | $3,321 | $5,481-39.4% | $7,298-54.5% | $3,607-7.9% |
| Admin fee / account holder | $12,651 | $7,972+58.7% | $10,843+16.7% | $5,124+146.9% |