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 | $66,336 | $43,723+51.7% | $121,196-45.3% | $64,186+3.4% |
| Participation rate | 96.8% | 58.3%+38.5pp | 71.7%+25.0pp | 69.6%+27.2pp |
| Annual return | -5.16% | 68.91%-74.1pp | 16.93%-22.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,888 | $1,296+199.9% | $4,022-3.3% | $2,381+63.3% |
| Participant deferral / active EE | $4,302 | $2,280+88.7% | $3,344+28.6% | $3,470+24.0% |
| Admin fee / account holder | $8,136 | $3,501+132.4% | $5,019+62.1% | $4,888+66.5% |