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 | $122,914 | $110,094+11.6% | $151,611-18.9% | $68,494+79.5% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -11.75% | -10.12%-1.6pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $1,460 | $4,471-67.3% | $6,166-76.3% | $2,596-43.8% |
| Participant deferral / active EE | $4,814 | $6,527-26.2% | $8,363-42.4% | $4,027+19.5% |
| Admin fee / account holder | $11,264 | $7,719+45.9% | $11,616-3.0% | $5,403+108.5% |