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 | $58,462 | $53,127+10.0% | $86,590-32.5% | $70,131-16.6% |
| Participation rate | 84.6% | 65.3%+19.3pp | 73.5%+11.1pp | 69.5%+15.1pp |
| Annual return | 18.35% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,613 | $2,068+26.4% | $2,839-8.0% | $2,342+11.6% |
| Participant deferral / active EE | $4,149 | $2,696+53.9% | $3,609+15.0% | $3,332+24.5% |
| Admin fee / account holder | $880 | $3,585-75.4% | $4,906-82.1% | $4,645-81.0% |