Filed April 30, 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 5-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 | $100,052 | $89,753+11.5% | $107,525-6.9% | $84,808+18.0% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 21.16% | 29.48%-8.3pp | 181.32%-160.2pp | 40.90%-19.7pp |
| Employer contribution / active EE | $4,375 | $3,113+40.5% | $3,754+16.6% | $2,631+66.3% |
| Participant deferral / active EE | $9,801 | $4,056+141.6% | $5,116+91.6% | $4,212+132.7% |
| Admin fee / account holder | $17,711 | $7,222+145.2% | $8,919+98.6% | $7,344+141.2% |