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 | $81,032 | $125,758-35.6% | $169,993-52.3% | $75,163+7.8% |
| Participation rate | 96.2% | 83.6%+12.6pp | 87.0%+9.2pp | 67.2%+29.0pp |
| Annual return | 16.22% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.4pp |
| Employer contribution / active EE | $3,944 | $4,615-14.5% | $6,785-41.9% | $2,670+47.7% |
| Participant deferral / active EE | $5,569 | $6,837-18.6% | $10,408-46.5% | $4,125+35.0% |
| Admin fee / account holder | $6,018 | $8,173-26.4% | $12,815-53.0% | $5,651+6.5% |