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 | $108,084 | $125,758-14.1% | $169,993-36.4% | $75,163+43.8% |
| Participation rate | 87.9% | 83.6%+4.3pp | 87.0%+0.9pp | 67.2%+20.7pp |
| Annual return | 16.18% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,246 | $4,615-51.3% | $6,785-66.9% | $2,670-15.9% |
| Participant deferral / active EE | $3,625 | $6,837-47.0% | $10,408-65.2% | $4,125-12.1% |
| Admin fee / account holder | $5,120 | $8,173-37.4% | $12,815-60.0% | $5,651-9.4% |