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 | $99,708 | $94,529+5.5% | $140,016-28.8% | $64,186+55.3% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -4.90% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,843 | $3,812-51.7% | $5,606-67.1% | $2,381-22.6% |
| Participant deferral / active EE | $2,989 | $5,250-43.1% | $6,927-56.9% | $3,470-13.9% |
| Admin fee / account holder | $4,018 | $6,741-40.4% | $10,705-62.5% | $4,888-17.8% |