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 | $149,189 | $123,793+20.5% | $177,821-16.1% | $79,858+86.8% |
| Participation rate | 79.1% | 84.7%-5.6pp | 87.7%-8.7pp | 69.6%+9.4pp |
| Annual return | 22.37% | 22.82%-0.4pp | 48.32%-25.9pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,672 | $4,095-59.2% | $5,918-71.7% | $2,471-32.3% |
| Participant deferral / active EE | $5,309 | $5,956-10.9% | $7,714-31.2% | $3,740+41.9% |
| Admin fee / account holder | $7,202 | $7,243-0.6% | $12,427-42.0% | $5,306+35.7% |