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 6-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 | $89,057 | $78,672+13.2% | $109,143-18.4% | $85,850+3.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 30.44% | 25.09%+5.4pp | 25.75%+4.7pp | 318.53%-288.1pp |
| Employer contribution / active EE | $3,833 | $2,735+40.1% | $3,722+3.0% | $2,565+49.4% |
| Participant deferral / active EE | $7,430 | $3,467+114.3% | $4,653+59.7% | $3,952+88.0% |
| Admin fee / account holder | $2,437 | $5,469-55.4% | $6,752-63.9% | $6,260-61.1% |