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 | $97,212 | $123,793-21.5% | $177,821-45.3% | $79,858+21.7% |
| Participation rate | 98.1% | 84.7%+13.4pp | 87.7%+10.4pp | 69.6%+28.4pp |
| Annual return | 14.99% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $3,451 | $4,095-15.7% | $5,918-41.7% | $2,471+39.7% |
| Participant deferral / active EE | $5,000 | $5,956-16.1% | $7,714-35.2% | $3,740+33.7% |
| Admin fee / account holder | $2,332 | $7,243-67.8% | $12,427-81.2% | $5,306-56.1% |