Filed October 6, 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 | $69,732 | $43,723+59.5% | $121,196-42.5% | $64,186+8.6% |
| Participation rate | 70.6% | 58.3%+12.3pp | 71.7%-1.2pp | 69.6%+1.0pp |
| Annual return | -3.84% | 68.91%-72.8pp | 16.93%-20.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $997 | $1,296-23.1% | $4,022-75.2% | $2,381-58.1% |
| Participant deferral / active EE | $2,390 | $2,280+4.8% | $3,344-28.5% | $3,470-31.1% |
| Admin fee / account holder | $9,419 | $3,501+169.0% | $5,019+87.7% | $4,888+92.7% |