Filed January 30, 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 | $92,938 | $57,354+62.0% | $83,848+10.8% | $64,186+44.8% |
| Participation rate | 88.0% | 68.6%+19.4pp | 76.1%+11.9pp | 69.6%+18.4pp |
| Annual return | -7.29% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,130 | $2,545-16.3% | $3,631-41.3% | $2,381-10.6% |
| Participant deferral / active EE | $5,289 | $2,993+76.7% | $4,082+29.6% | $3,470+52.4% |
| Admin fee / account holder | $4,782 | $4,046+18.2% | $5,478-12.7% | $4,888-2.2% |