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 | $19,607 | $48,230-59.3% | $67,502-71.0% | $80,856-75.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.36% | 18.28%-3.9pp | 3512.12%-3497.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,440 | $2,020-28.7% | $2,731-47.3% | $2,755-47.7% |
| Participant deferral / active EE | $2,193 | $2,924-25.0% | $4,000-45.2% | $4,296-48.9% |
| Admin fee / account holder | $1,108 | $3,681-69.9% | $3,998-72.3% | $6,918-84.0% |