Filed June 1, 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 | $165,944 | $71,480+132.2% | $90,782+82.8% | $64,186+158.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | -5.57% | -4.25%-1.3pp | -3.42%-2.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $8,254 | $3,415+141.7% | $4,105+101.1% | $2,381+246.7% |
| Participant deferral / active EE | $7,162 | $4,302+66.5% | $5,366+33.5% | $3,470+106.4% |
| Admin fee / account holder | $5,206 | $6,309-17.5% | $5,908-11.9% | $4,888+6.5% |