Filed May 11, 2026 (most recent of 2 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 | $73,898 | $109,359-32.4% | $162,163-54.4% | $72,985+1.3% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 19.84% | 25.46%-5.6pp | 115.59%-95.8pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,334 | $3,907-40.3% | $5,614-58.4% | $2,440-4.3% |
| Participant deferral / active EE | $4,048 | $5,481-26.1% | $7,298-44.5% | $3,607+12.2% |
| Admin fee / account holder | $15,450 | $7,972+93.8% | $10,843+42.5% | $5,124+201.5% |