Filed March 4, 2026 (most recent of 4 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 | $78,037 | $148,978-47.6% | $200,582-61.1% | $84,808-8.0% |
| Participation rate | 70.8% | 84.2%-13.4pp | 86.9%-16.1pp | 68.3%+2.5pp |
| Annual return | 14.18% | 28.16%-14.0pp | 42.33%-28.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,975 | $4,815-59.0% | $6,419-69.2% | $2,631-24.9% |
| Participant deferral / active EE | $3,248 | $7,142-54.5% | $9,331-65.2% | $4,212-22.9% |
| Admin fee / account holder | $10,471 | $13,977-25.1% | $16,305-35.8% | $7,344+42.6% |