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 | $188,992 | $109,413+72.7% | $156,263+20.9% | $84,808+122.8% |
| Participation rate | 92.6% | 72.7%+19.9pp | 78.9%+13.7pp | 68.3%+24.3pp |
| Annual return | 13.90% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,145 | $2,907+8.2% | $4,333-27.4% | $2,631+19.6% |
| Participant deferral / active EE | $8,199 | $4,590+78.6% | $6,158+33.1% | $4,212+94.7% |
| Admin fee / account holder | $22,946 | $9,357+145.2% | $14,255+61.0% | $7,344+212.5% |