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 | $123,406 | $109,359+12.8% | $162,163-23.9% | $72,985+69.1% |
| Participation rate | 82.4% | 84.3%-1.8pp | 87.6%-5.1pp | 69.5%+12.9pp |
| Annual return | 24.44% | 25.46%-1.0pp | 115.59%-91.1pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,377 | $3,907-39.2% | $5,614-57.7% | $2,440-2.6% |
| Participant deferral / active EE | $4,242 | $5,481-22.6% | $7,298-41.9% | $3,607+17.6% |
| Admin fee / account holder | $3,595 | $7,972-54.9% | $10,843-66.8% | $5,124-29.8% |