Filed August 6, 2026 (most recent of 8 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 | $88,397 | $94,529-6.5% | $140,016-36.9% | $64,186+37.7% |
| Participation rate | 98.4% | 84.1%+14.4pp | 87.5%+10.9pp | 69.6%+28.9pp |
| Annual return | -4.59% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,598 | $3,812-31.8% | $5,606-53.6% | $2,381+9.1% |
| Participant deferral / active EE | $5,487 | $5,250+4.5% | $6,927-20.8% | $3,470+58.1% |
| Admin fee / account holder | $1,535 | $6,741-77.2% | $10,705-85.7% | $4,888-68.6% |