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 | $86,854 | $110,094-21.1% | $151,611-42.7% | $68,494+26.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.49% | -10.12%-2.4pp | 3.33%-15.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,322 | $4,471-3.3% | $6,166-29.9% | $2,596+66.5% |
| Participant deferral / active EE | $7,636 | $6,527+17.0% | $8,363-8.7% | $4,027+89.6% |
| Admin fee / account holder | $10,129 | $7,719+31.2% | $11,616-12.8% | $5,403+87.5% |