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 | $97,262 | $54,229+79.4% | $70,092+38.8% | $68,494+42.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -11.03% | -13.87%+2.8pp | 190.73%-201.8pp | -7.84%-3.2pp |
| Employer contribution / active EE | $7,456 | $2,018+269.4% | $2,559+191.4% | $2,596+187.2% |
| Participant deferral / active EE | $3,960 | $2,956+34.0% | $3,849+2.9% | $4,027-1.7% |
| Admin fee / account holder | $38,336 | $4,694+716.7% | $6,267+511.7% | $5,403+609.6% |