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 | $63,063 | $110,094-42.7% | $151,611-58.4% | $68,494-7.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.76% | -10.12%-3.6pp | 3.33%-17.1pp | -7.84%-5.9pp |
| Employer contribution / active EE | $3,296 | $4,471-26.3% | $6,166-46.6% | $2,596+26.9% |
| Participant deferral / active EE | $4,647 | $6,527-28.8% | $8,363-44.4% | $4,027+15.4% |
| Admin fee / account holder | $13,101 | $7,719+69.7% | $11,616+12.8% | $5,403+142.5% |