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 | $104,588 | $125,758-16.8% | $169,993-38.5% | $75,163+39.1% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 15.44% | 27.20%-11.8pp | 53.37%-37.9pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,958 | $4,615-57.6% | $6,785-71.2% | $2,670-26.7% |
| Participant deferral / active EE | $4,324 | $6,837-36.8% | $10,408-58.5% | $4,125+4.8% |
| Admin fee / account holder | $2,358 | $8,173-71.1% | $12,815-81.6% | $5,651-58.3% |