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 | $139,108 | $69,515+100.1% | $86,874+60.1% | $85,850+62.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 11.54% | 20.12%-8.6pp | 63.52%-52.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $7,337 | $1,880+290.2% | $2,495+194.0% | $2,565+186.0% |
| Participant deferral / active EE | $3,874 | $2,919+32.7% | $3,699+4.7% | $3,952-2.0% |
| Admin fee / account holder | $6,824 | $5,972+14.3% | $5,828+17.1% | $6,260+9.0% |