Filed July 10, 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 | $42,516 | $160,055-73.4% | $140,016-69.6% | $135,375-68.6% |
| Participation rate | 86.7% | 88.5%-1.9pp | 87.5%-0.8pp | 82.6%+4.0pp |
| Annual return | -6.28% | 911.38%-917.7pp | 651.12%-657.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,357 | $6,420-63.3% | $5,606-58.0% | $4,779-50.7% |
| Participant deferral / active EE | $3,219 | $7,642-57.9% | $6,927-53.5% | $5,609-42.6% |
| Admin fee / account holder | $5,199 | $13,328-61.0% | $10,705-51.4% | $10,827-52.0% |