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 | $93,122 | $64,348+44.7% | $90,160+3.3% | $70,131+32.8% |
| Participation rate | 72.4% | 70.4%+2.0pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 18.25% | 28.13%-9.9pp | 34.88%-16.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,985 | $2,046-2.9% | $3,318-40.2% | $2,342-15.2% |
| Participant deferral / active EE | $6,675 | $4,389+52.1% | $5,288+26.2% | $3,332+100.4% |
| Admin fee / account holder | $1,896 | $3,944-51.9% | $5,943-68.1% | $4,645-59.2% |