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 | $64,434 | $81,208-20.7% | $98,907-34.9% | $79,858-19.3% |
| Participation rate | 70.2% | 72.5%-2.3pp | 76.0%-5.8pp | 69.6%+0.5pp |
| Annual return | 14.75% | 60.99%-46.2pp | 196.43%-181.7pp | 31.71%-17.0pp |
| Employer contribution / active EE | $921 | $1,960-53.0% | $2,689-65.8% | $2,471-62.7% |
| Participant deferral / active EE | $2,687 | $3,265-17.7% | $4,244-36.7% | $3,740-28.2% |
| Admin fee / account holder | $561 | $6,013-90.7% | $6,642-91.5% | $5,306-89.4% |