Filed September 21, 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 | $40,083 | $82,664-51.5% | $125,339-68.0% | $68,494-41.5% |
| Participation rate | 92.4% | 75.0%+17.4pp | 82.4%+10.0pp | 67.9%+24.5pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,850 | $3,381+13.9% | $4,814-20.0% | $2,596+48.3% |
| Participant deferral / active EE | $2,828 | $6,110-53.7% | $7,446-62.0% | $4,027-29.8% |
| Admin fee / account holder | $818 | $6,275-87.0% | $10,010-91.8% | $5,403-84.9% |