Filed January 27, 2026 (most recent of 3 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 | $182,349 | $64,707+181.8% | $112,228+62.5% | $68,494+166.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.96% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,584 | $2,746+30.5% | $3,635-1.4% | $2,596+38.1% |
| Participant deferral / active EE | $6,100 | $3,565+71.1% | $4,728+29.0% | $4,027+51.5% |
| Admin fee / account holder | $16,586 | $5,232+217.0% | $6,410+158.8% | $5,403+207.0% |