Filed July 10, 2025 (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 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 | $132,442 | $63,764+107.7% | $81,930+61.7% | $79,858+65.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.86% | 22.66%-8.8pp | 29.49%-15.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $5,697 | $1,795+217.3% | $4,310+32.2% | $2,471+130.6% |
| Participant deferral / active EE | $3,770 | $2,780+35.6% | $7,107-46.9% | $3,740+0.8% |
| Admin fee / account holder | $18,714 | $4,426+322.8% | $5,158+262.8% | $5,306+252.7% |