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 | $63,779 | $54,762+16.5% | $90,281-29.4% | $72,985-12.6% |
| Participation rate | 92.5% | 65.1%+27.4pp | 73.3%+19.3pp | 69.5%+23.1pp |
| Annual return | 20.87% | 30.63%-9.8pp | 78.10%-57.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $2,888 | $2,092+38.0% | $2,854+1.2% | $2,440+18.4% |
| Participant deferral / active EE | $4,089 | $2,887+41.6% | $3,885+5.2% | $3,607+13.3% |
| Admin fee / account holder | $1,591 | $3,972-60.0% | $5,351-70.3% | $5,124-69.0% |