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 | $97,822 | $110,094-11.1% | $151,611-35.5% | $68,494+42.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -15.85% | -10.12%-5.7pp | 3.33%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,786 | $4,471-60.0% | $6,166-71.0% | $2,596-31.2% |
| Participant deferral / active EE | $3,468 | $6,527-46.9% | $8,363-58.5% | $4,027-13.9% |
| Admin fee / account holder | $3,444 | $7,719-55.4% | $11,616-70.4% | $5,403-36.3% |