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 | $87,937 | $87,841+0.1% | $133,980-34.4% | $62,891+39.8% |
| Participation rate | 87.8% | 83.4%+4.4pp | 87.1%+0.7pp | 69.3%+18.5pp |
| Annual return | 8.39% | 12.05%-3.7pp | 29.30%-20.9pp | 20.14%-11.7pp |
| Employer contribution / active EE | $3,200 | $3,483-8.1% | $5,211-38.6% | $2,281+40.3% |
| Participant deferral / active EE | $6,768 | $4,812+40.6% | $6,282+7.7% | $3,203+111.3% |
| Admin fee / account holder | $6,446 | $5,371+20.0% | $9,324-30.9% | $4,296+50.1% |