Filed July 7, 2026 (most recent of 2 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 | $17,234 | $73,515-76.6% | $62,995-72.6% | $147,584-88.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.47% | 175.43%-157.0pp | 87.57%-69.1pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,287 | $3,320-31.1% | $2,759-17.1% | $4,876-53.1% |
| Participant deferral / active EE | $2,723 | $4,185-34.9% | $3,329-18.2% | $5,439-49.9% |
| Admin fee / account holder | $3,924 | $5,953-34.1% | $3,600+9.0% | $10,885-64.0% |