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 | $22,791 | $77,419-70.6% | $69,455-67.2% | $152,861-85.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.65% | 39.06%-17.4pp | 28.97%-7.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,275 | $3,315-61.6% | $2,779-54.1% | $4,762-73.2% |
| Participant deferral / active EE | $1,557 | $4,414-64.7% | $3,535-56.0% | $5,850-73.4% |
| Admin fee / account holder | $1,073 | $6,207-82.7% | $3,839-72.0% | $11,596-90.7% |