Filed January 27, 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 | $73,393 | $87,841-16.4% | $133,980-45.2% | $62,891+16.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.68% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,304 | $3,483-33.9% | $5,211-55.8% | $2,281+1.0% |
| Participant deferral / active EE | $4,028 | $4,812-16.3% | $6,282-35.9% | $3,203+25.8% |
| Admin fee / account holder | $1,195 | $5,371-77.7% | $9,324-87.2% | $4,296-72.2% |