Filed August 3, 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 | $69,826 | $84,695-17.6% | $73,843-5.4% | $125,391-44.3% |
| Participation rate | 95.5% | 76.8%+18.7pp | 73.4%+22.0pp | 83.2%+12.3pp |
| Annual return | 2.97% | 3123.53%-3120.6pp | 2267.84%-2264.9pp | 282.22%-279.3pp |
| Employer contribution / active EE | $14,346 | $3,123+359.3% | $2,787+414.7% | $4,866+194.8% |
| Participant deferral / active EE | $9,291 | $3,992+132.7% | $3,583+159.3% | $5,352+73.6% |
| Admin fee / account holder | $922 | $5,691-83.8% | $4,880-81.1% | $9,540-90.3% |