Filed June 16, 2026 (most recent of 6 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 | $45,168 | $48,076-6.0% | $78,689-42.6% | $62,891-28.2% |
| Participation rate | 97.0% | 65.2%+31.8pp | 73.6%+23.4pp | 69.3%+27.7pp |
| Annual return | 11.01% | 31.35%-20.3pp | 62.18%-51.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,665 | $2,015+32.3% | $2,851-6.5% | $2,281+16.8% |
| Participant deferral / active EE | $3,285 | $2,588+27.0% | $3,517-6.6% | $3,203+2.6% |
| Admin fee / account holder | $7,396 | $3,207+130.6% | $4,510+64.0% | $4,296+72.2% |