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 | $98,725 | $59,101+67.0% | $77,163+27.9% | $75,163+31.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 13.30% | 26.71%-13.4pp | 37.87%-24.6pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,969 | $1,995-1.3% | $2,535-22.3% | $2,670-26.3% |
| Participant deferral / active EE | $4,332 | $2,999+44.4% | $3,833+13.0% | $4,125+5.0% |
| Admin fee / account holder | $16,271 | $4,774+240.8% | $5,472+197.3% | $5,651+187.9% |