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 | $84,319 | $89,753-6.1% | $107,525-21.6% | $84,808-0.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $11,444 | $3,113+267.6% | $3,754+204.9% | $2,631+335.0% |
| Participant deferral / active EE | $9,241 | $4,056+127.8% | $5,116+80.6% | $4,212+119.4% |
| Admin fee / account holder | $5,568 | $7,222-22.9% | $8,919-37.6% | $7,344-24.2% |