Filed July 29, 2026 (most recent of 3 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 | $70,773 | $96,557-26.7% | $80,975-12.6% | $273,961-74.2% |
| Participation rate | 78.3% | 79.1%-0.8pp | 75.8%+2.4pp | 83.0%-4.8pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $6,884 | $4,868+41.4% | $3,714+85.3% | $4,869+41.4% |
| Participant deferral / active EE | $1,997 | $6,598-69.7% | $5,696-64.9% | $5,287-62.2% |
| Admin fee / account holder | $3,741 | $7,492-50.1% | $5,516-32.2% | $10,132-63.1% |