Filed October 20, 2025 (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 7-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 | $42,417 | $124,281-65.9% | $109,143-61.1% | $167,490-74.7% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 15.55% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $13,743 | $4,207+226.6% | $3,722+269.2% | $4,837+184.1% |
| Participant deferral / active EE | $10,077 | $5,255+91.8% | $4,653+116.6% | $6,341+58.9% |
| Admin fee / account holder | $2,380 | $7,970-70.1% | $6,752-64.8% | $12,309-80.7% |