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 | $82,855 | $123,793-33.1% | $177,821-53.4% | $79,858+3.8% |
| Participation rate | 88.2% | 84.7%+3.6pp | 87.7%+0.5pp | 69.6%+18.6pp |
| Annual return | 14.52% | 22.82%-8.3pp | 48.32%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,979 | $4,095-51.7% | $5,918-66.6% | $2,471-19.9% |
| Participant deferral / active EE | $3,218 | $5,956-46.0% | $7,714-58.3% | $3,740-13.9% |
| Admin fee / account holder | $910 | $7,243-87.4% | $12,427-92.7% | $5,306-82.9% |