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 | $53,932 | $148,978-63.8% | $200,582-73.1% | $84,808-36.4% |
| Participation rate | 88.0% | 84.2%+3.8pp | 86.9%+1.1pp | 68.3%+19.7pp |
| Annual return | 16.11% | 28.16%-12.1pp | 42.33%-26.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,977 | $4,815-17.4% | $6,419-38.0% | $2,631+51.2% |
| Participant deferral / active EE | $4,216 | $7,142-41.0% | $9,331-54.8% | $4,212+0.1% |
| Admin fee / account holder | $5,549 | $13,977-60.3% | $16,305-66.0% | $7,344-24.4% |