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 | $112,774 | $123,793-8.9% | $177,821-36.6% | $79,858+41.2% |
| Participation rate | 97.4% | 84.7%+12.8pp | 87.7%+9.7pp | 69.6%+27.8pp |
| Annual return | 12.28% | 22.82%-10.5pp | 48.32%-36.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,494 | $4,095-14.7% | $5,918-41.0% | $2,471+41.4% |
| Participant deferral / active EE | $5,732 | $5,956-3.8% | $7,714-25.7% | $3,740+53.3% |
| Admin fee / account holder | $3,308 | $7,243-54.3% | $12,427-73.4% | $5,306-37.7% |