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 | $106,834 | $138,347-22.8% | $184,203-42.0% | $80,856+32.1% |
| Participation rate | 98.4% | 83.9%+14.5pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 12.90% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $4,173 | $4,850-14.0% | $6,427-35.1% | $2,755+51.5% |
| Participant deferral / active EE | $8,598 | $7,071+21.6% | $9,131-5.8% | $4,296+100.1% |
| Admin fee / account holder | $26,540 | $10,483+153.2% | $13,901+90.9% | $6,918+283.6% |