Filed April 13, 2026 (most recent of 7 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 | $62,004 | $72,177-14.1% | $115,037-46.1% | $59,632+4.0% |
| Participation rate | 96.8% | 72.6%+24.2pp | 81.4%+15.4pp | 68.7%+28.1pp |
| Annual return | 0.21% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $845 | $2,841-70.3% | $4,608-81.7% | $2,203-61.6% |
| Participant deferral / active EE | $4,761 | $4,783-0.4% | $6,026-21.0% | $3,192+49.2% |
| Admin fee / account holder | $6,493 | $4,927+31.8% | $8,175-20.6% | $4,297+51.1% |