Filed August 25, 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 | $97,676 | $49,177+98.6% | $79,464+22.9% | $64,186+52.2% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -5.22% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,998 | $2,076+92.6% | $2,800+42.8% | $2,381+67.9% |
| Participant deferral / active EE | $5,674 | $2,821+101.1% | $3,704+53.2% | $3,470+63.5% |
| Admin fee / account holder | $1,668 | $3,839-56.6% | $5,113-67.4% | $4,888-65.9% |