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 | $74,211 | $138,347-46.4% | $184,203-59.7% | $80,856-8.2% |
| Participation rate | 97.3% | 83.9%+13.4pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 13.97% | 20.02%-6.1pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $3,750 | $4,850-22.7% | $6,427-41.7% | $2,755+36.1% |
| Participant deferral / active EE | $4,375 | $7,071-38.1% | $9,131-52.1% | $4,296+1.8% |
| Admin fee / account holder | $4,250 | $10,483-59.5% | $13,901-69.4% | $6,918-38.6% |