Filed January 22, 2026 (most recent of 4 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 | $57,514 | $89,739-35.9% | $149,718-61.6% | $62,292-7.7% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 15.25% | 21.01%-5.8pp | 1501.63%-1486.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $2,242 | $3,233-30.7% | $5,445-58.8% | $2,042+9.8% |
| Participant deferral / active EE | $3,594 | $4,797-25.1% | $6,569-45.3% | $3,169+13.4% |
| Admin fee / account holder | $2,096 | $551+280.1% | $11,283-81.4% | $479+337.2% |