Filed July 10, 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 | $60,051 | $94,529-36.5% | $140,016-57.1% | $64,186-6.4% |
| Participation rate | 85.3% | 84.1%+1.2pp | 87.5%-2.2pp | 69.6%+15.7pp |
| Annual return | -3.78% | 7.77%-11.5pp | 651.12%-654.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,733 | $3,812-54.6% | $5,606-69.1% | $2,381-27.2% |
| Participant deferral / active EE | $2,870 | $5,250-45.3% | $6,927-58.6% | $3,470-17.3% |
| Admin fee / account holder | $3,655 | $6,741-45.8% | $10,705-65.9% | $4,888-25.2% |