Filed May 1, 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 | $51,205 | $76,367-32.9% | $93,606-45.3% | $72,985-29.8% |
| Participation rate | 74.6% | 71.7%+2.8pp | 75.8%-1.3pp | 69.5%+5.1pp |
| Annual return | 20.56% | 25.82%-5.3pp | 32.76%-12.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,101 | $2,275-51.6% | $2,718-59.5% | $2,440-54.9% |
| Participant deferral / active EE | $2,518 | $3,538-28.8% | $4,069-38.1% | $3,607-30.2% |
| Admin fee / account holder | $1,067 | $6,838-84.4% | $7,888-86.5% | $5,124-79.2% |