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 | $146,267+38.9% | $197,124+3.1% | $82,448+146.4% |
| Participation rate | 90.6% | 84.0%+6.6pp | 86.7%+3.9pp | 68.1%+22.5pp |
| Annual return | 16.92% | 29.61%-12.7pp | 44.34%-27.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,268 | $4,723-9.6% | $6,227-31.5% | $2,551+67.3% |
| Participant deferral / active EE | $10,790 | $7,035+53.4% | $9,135+18.1% | $4,139+160.7% |
| Admin fee / account holder | $7,632 | $14,422-47.1% | $16,298-53.2% | $7,234+5.5% |