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 | $90,216 | $110,094-18.1% | $151,611-40.5% | $68,494+31.7% |
| Participation rate | 75.7% | 84.0%-8.3pp | 87.5%-11.8pp | 67.9%+7.8pp |
| Annual return | -12.42% | -10.12%-2.3pp | 3.33%-15.7pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,237 | $4,471-50.0% | $6,166-63.7% | $2,596-13.8% |
| Participant deferral / active EE | $4,114 | $6,527-37.0% | $8,363-50.8% | $4,027+2.2% |
| Admin fee / account holder | $8,228 | $7,719+6.6% | $11,616-29.2% | $5,403+52.3% |