Filed July 21, 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 | $67,940 | $77,813-12.7% | $123,544-45.0% | $64,186+5.8% |
| Participation rate | 79.5% | 74.7%+4.8pp | 82.3%-2.8pp | 69.6%+9.9pp |
| Annual return | -4.18% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,830 | $3,014-39.3% | $4,628-60.5% | $2,381-23.1% |
| Participant deferral / active EE | $7,552 | $5,240+44.1% | $6,426+17.5% | $3,470+117.7% |
| Admin fee / account holder | $4,953 | $5,519-10.2% | $9,284-46.6% | $4,888+1.3% |