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 | $69,994 | $60,124+16.4% | $90,404-22.6% | $79,858-12.4% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 11.36% | 71.94%-60.6pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,026 | $2,068+46.3% | $3,262-7.2% | $2,471+22.5% |
| Participant deferral / active EE | $4,128 | $2,938+40.5% | $3,963+4.2% | $3,740+10.4% |
| Admin fee / account holder | $7,875 | $3,976+98.0% | $5,611+40.4% | $5,306+48.4% |