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 | $140,492 | $125,758+11.7% | $169,993-17.4% | $75,163+86.9% |
| Participation rate | 84.1% | 83.6%+0.5pp | 87.0%-2.9pp | 67.2%+16.9pp |
| Annual return | 14.35% | 27.20%-12.8pp | 53.37%-39.0pp | 160.62%-146.3pp |
| Employer contribution / active EE | $4,753 | $4,615+3.0% | $6,785-30.0% | $2,670+78.0% |
| Participant deferral / active EE | $7,951 | $6,837+16.3% | $10,408-23.6% | $4,125+92.7% |
| Admin fee / account holder | $16,032 | $8,173+96.1% | $12,815+25.1% | $5,651+183.7% |