Filed August 14, 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 | $82,405 | $157,256-47.6% | $141,162-41.6% | $152,861-46.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 28.36% | 64.32%-36.0pp | 71.39%-43.0pp | 345.32%-317.0pp |
| Employer contribution / active EE | $5,886 | $5,261+11.9% | $4,735+24.3% | $4,762+23.6% |
| Participant deferral / active EE | $4,898 | $7,109-31.1% | $6,709-27.0% | $5,850-16.3% |
| Admin fee / account holder | $694 | $12,120-94.3% | $10,261-93.2% | $11,596-94.0% |