Filed May 11, 2026 (most recent of 3 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 | $42,784 | $138,347-69.1% | $184,203-76.8% | $80,856-47.1% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 14.45% | 20.02%-5.6pp | 28.81%-14.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,518 | $4,850-6.9% | $6,427-29.7% | $2,755+64.0% |
| Participant deferral / active EE | $4,877 | $7,071-31.0% | $9,131-46.6% | $4,296+13.5% |
| Admin fee / account holder | $7,336 | $10,483-30.0% | $13,901-47.2% | $6,918+6.0% |