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 | $101,596 | $137,414-26.1% | $189,513-46.4% | $85,850+18.3% |
| Participation rate | 88.2% | 84.6%+3.6pp | 87.8%+0.4pp | 69.3%+18.9pp |
| Annual return | 12.50% | 38.14%-25.6pp | 555.15%-542.6pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,057 | $4,344-52.7% | $6,162-66.6% | $2,565-19.8% |
| Participant deferral / active EE | $3,912 | $6,260-37.5% | $8,221-52.4% | $3,952-1.0% |
| Admin fee / account holder | $1,884 | $8,630-78.2% | $12,045-84.4% | $6,260-69.9% |