Filed June 12, 2026 (most recent of 2 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 | $94,416 | $58,208+62.2% | $81,812+15.4% | $80,856+16.8% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 13.24% | 41.66%-28.4pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,881 | $2,340+65.9% | $2,912+33.3% | $2,755+40.9% |
| Participant deferral / active EE | $8,456 | $3,281+157.7% | $4,319+95.8% | $4,296+96.9% |
| Admin fee / account holder | $3,664 | $4,981-26.4% | $7,386-50.4% | $6,918-47.0% |