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 | $107,308 | $100,041+7.3% | $149,718-28.3% | $70,131+53.0% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.1%+1.1pp | 69.5%+18.6pp |
| Annual return | 21.54% | 27.43%-5.9pp | 1501.63%-1480.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $3,013 | $3,662-17.7% | $5,445-44.7% | $2,342+28.6% |
| Participant deferral / active EE | $6,701 | $4,983+34.5% | $6,569+2.0% | $3,332+101.1% |
| Admin fee / account holder | $3,774 | $8,286-54.5% | $11,283-66.6% | $4,645-18.8% |