Filed March 12, 2026 (most recent of 2 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 | $232,576 | $110,094+111.3% | $151,611+53.4% | $68,494+239.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -18.18% | -10.12%-8.1pp | 3.33%-21.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $7,198 | $4,471+61.0% | $6,166+16.7% | $2,596+177.3% |
| Participant deferral / active EE | $6,096 | $6,527-6.6% | $8,363-27.1% | $4,027+51.4% |
| Admin fee / account holder | $2,747 | $7,719-64.4% | $11,616-76.3% | $5,403-49.1% |