Filed March 17, 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 | $200,800 | $54,726+266.9% | $68,793+191.9% | $64,186+212.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.79% | -1.62%+15.4pp | -4.63%+18.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $3,586 | $1,846+94.3% | $2,625+36.6% | $2,381+50.6% |
| Participant deferral / active EE | $4,748 | $2,626+80.8% | $3,311+43.4% | $3,470+36.8% |
| Admin fee / account holder | $3,557 | $4,027-11.7% | $5,131-30.7% | $4,888-27.2% |