Filed August 12, 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 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 | $82,632 | $81,248+1.7% | $155,509-46.9% | $80,856+2.2% |
| Participation rate | 81.8% | 66.2%+15.6pp | 78.2%+3.6pp | 67.6%+14.2pp |
| Annual return | 20.37% | 33.31%-12.9pp | 64.67%-44.3pp | 35.59%-15.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,321 | $3,452+141.1% | $5,626+47.9% | $4,296+93.7% |
| Admin fee / account holder | $1,099 | $7,997-86.3% | $15,912-93.1% | $6,918-84.1% |