Filed June 15, 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 4-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 | $41,906 | $88,634-52.7% | $101,326-58.6% | $74,304-43.6% |
| Participation rate | 78.8% | 76.9%+1.9pp | 81.5%-2.7pp | 60.3%+18.4pp |
| Annual return | 22.81% | 33.10%-10.3pp | 36.82%-14.0pp | 29.43%-6.6pp |
| Employer contribution / active EE | $3,687 | $2,930+25.8% | $3,665+0.6% | $2,241+64.5% |
| Participant deferral / active EE | $7,879 | $7,322+7.6% | $7,994-1.4% | $3,767+109.1% |
| Admin fee / account holder | $7,081 | $2,425+192.0% | $11,185-36.7% | $2,969+138.5% |