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 | $105,759 | $137,414-23.0% | $189,513-44.2% | $85,850+23.2% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 13.10% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,859 | $4,344-57.2% | $6,162-69.8% | $2,565-27.5% |
| Participant deferral / active EE | $3,522 | $6,260-43.7% | $8,221-57.2% | $3,952-10.9% |
| Admin fee / account holder | $2,730 | $8,630-68.4% | $12,045-77.3% | $6,260-56.4% |