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 | $103,441 | $94,529+9.4% | $140,016-26.1% | $64,186+61.2% |
| Participation rate | 82.6% | 84.1%-1.5pp | 87.5%-4.9pp | 69.6%+13.0pp |
| Annual return | -4.93% | 7.77%-12.7pp | 651.12%-656.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,140 | $3,812-43.9% | $5,606-61.8% | $2,381-10.1% |
| Participant deferral / active EE | $4,369 | $5,250-16.8% | $6,927-36.9% | $3,470+25.9% |
| Admin fee / account holder | $11,375 | $6,741+68.8% | $10,705+6.3% | $4,888+132.7% |