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 | $72,677 | $46,674+55.7% | $117,472-38.1% | $68,494+6.1% |
| Participation rate | 98.3% | 56.8%+41.6pp | 70.6%+27.7pp | 67.9%+30.4pp |
| Annual return | -15.81% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,058 | $1,505+236.2% | $4,176+21.1% | $2,596+94.8% |
| Participant deferral / active EE | $5,691 | $2,636+115.9% | $4,070+39.8% | $4,027+41.3% |
| Admin fee / account holder | $6,327 | $4,020+57.4% | $5,645+12.1% | $5,403+17.1% |