Filed August 5, 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 | $80,522 | $87,841-8.3% | $133,980-39.9% | $62,891+28.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.27% | 12.05%-5.8pp | 29.30%-23.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,489 | $3,483+0.2% | $5,211-33.1% | $2,281+53.0% |
| Participant deferral / active EE | $3,073 | $4,812-36.1% | $6,282-51.1% | $3,203-4.1% |
| Admin fee / account holder | $5,951 | $5,371+10.8% | $9,324-36.2% | $4,296+38.5% |