Filed August 26, 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 | $203,157 | $148,978+36.4% | $200,582+1.3% | $84,808+139.6% |
| Participation rate | 90.6% | 84.2%+6.4pp | 86.9%+3.7pp | 68.3%+22.3pp |
| Annual return | 16.92% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $4,268 | $4,815-11.4% | $6,419-33.5% | $2,631+62.2% |
| Participant deferral / active EE | $10,790 | $7,142+51.1% | $9,331+15.6% | $4,212+156.2% |
| Admin fee / account holder | $7,632 | $13,977-45.4% | $16,305-53.2% | $7,344+3.9% |