Filed September 15, 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 | $175,876 | $91,538+92.1% | $129,995+35.3% | $75,163+134.0% |
| Participation rate | 77.8% | 71.4%+6.3pp | 78.5%-0.7pp | 67.2%+10.6pp |
| Annual return | 17.94% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,866 | $2,845+0.7% | $4,320-33.6% | $2,670+7.4% |
| Participant deferral / active EE | $7,839 | $4,341+80.6% | $5,820+34.7% | $4,125+90.0% |
| Admin fee / account holder | $578 | $6,790-91.5% | $10,614-94.6% | $5,651-89.8% |