Filed July 10, 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 | $111,878 | $100,041+11.8% | $149,718-25.3% | $70,131+59.5% |
| Participation rate | 78.4% | 83.6%-5.2pp | 87.1%-8.7pp | 69.5%+8.9pp |
| Annual return | 23.01% | 27.43%-4.4pp | 1501.63%-1478.6pp | 73.14%-50.1pp |
| Employer contribution / active EE | $1,939 | $3,662-47.1% | $5,445-64.4% | $2,342-17.2% |
| Participant deferral / active EE | $4,028 | $4,983-19.2% | $6,569-38.7% | $3,332+20.9% |
| Admin fee / account holder | $806 | $8,286-90.3% | $11,283-92.9% | $4,645-82.7% |