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 | $80,835 | $94,529-14.5% | $140,016-42.3% | $64,186+25.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -5.43% | 7.77%-13.2pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,350 | $3,812-64.6% | $5,606-75.9% | $2,381-43.3% |
| Participant deferral / active EE | $3,797 | $5,250-27.7% | $6,927-45.2% | $3,470+9.4% |
| Admin fee / account holder | $2,986 | $6,741-55.7% | $10,705-72.1% | $4,888-38.9% |