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 | $105,867 | $81,460+30.0% | $103,333+2.5% | $80,856+30.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.57% | 25.55%0pp | 24.88%+0.7pp | 35.59%-10.0pp |
| Employer contribution / active EE | $5,305 | $3,105+70.9% | $3,868+37.2% | $2,755+92.6% |
| Participant deferral / active EE | $6,857 | $3,869+77.2% | $5,057+35.6% | $4,296+59.6% |
| Admin fee / account holder | $4,579 | $6,566-30.3% | $8,355-45.2% | $6,918-33.8% |