Filed May 4, 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 | $69,856 | $46,869+49.0% | $122,332-42.9% | $70,131-0.4% |
| Participation rate | 95.5% | 58.2%+37.3pp | 71.6%+23.8pp | 69.5%+25.9pp |
| Annual return | 13.56% | 24.22%-10.7pp | 30.27%-16.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $3,799 | $1,288+195.0% | $4,050-6.2% | $2,342+62.2% |
| Participant deferral / active EE | $4,290 | $2,166+98.0% | $3,287+30.5% | $3,332+28.8% |
| Admin fee / account holder | $1,396 | $3,322-58.0% | $5,478-74.5% | $4,645-69.9% |