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 | $81,301 | $98,750-17.7% | $149,696-45.7% | $79,858+1.8% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.5%+0.1pp | 69.6%+12.9pp |
| Annual return | 16.72% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,255 | $3,216-61.0% | $4,644-73.0% | $2,471-49.2% |
| Participant deferral / active EE | $7,731 | $5,680+36.1% | $6,842+13.0% | $3,740+106.7% |
| Admin fee / account holder | $5,491 | $6,053-9.3% | $9,309-41.0% | $5,306+3.5% |