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 | $88,292 | $85,766+2.9% | $136,294-35.2% | $70,131+25.9% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 17.78% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $718 | $2,966-75.8% | $4,695-84.7% | $2,342-69.3% |
| Participant deferral / active EE | $5,388 | $5,051+6.7% | $6,247-13.8% | $3,332+61.7% |
| Admin fee / account holder | $3,816 | $5,420-29.6% | $9,243-58.7% | $4,645-17.8% |