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 | $58,789 | $123,793-52.5% | $177,821-66.9% | $79,858-26.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.00% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2,464 | $4,095-39.8% | $5,918-58.4% | $2,471-0.3% |
| Participant deferral / active EE | $3,235 | $5,956-45.7% | $7,714-58.1% | $3,740-13.5% |
| Admin fee / account holder | $3,668 | $7,243-49.4% | $12,427-70.5% | $5,306-30.9% |