Filed June 25, 2026 (most recent of 5 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 4-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 | $46,353 | $125,758-63.1% | $169,993-72.7% | $75,163-38.3% |
| Participation rate | 81.0% | 83.6%-2.6pp | 87.0%-6.0pp | 67.2%+13.8pp |
| Annual return | 14.61% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,614 | $4,615-43.4% | $6,785-61.5% | $2,670-2.1% |
| Participant deferral / active EE | $4,192 | $6,837-38.7% | $10,408-59.7% | $4,125+1.6% |
| Admin fee / account holder | $6,385 | $8,173-21.9% | $12,815-50.2% | $5,651+13.0% |