Filed September 30, 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 | $95,795 | $53,127+80.3% | $86,590+10.6% | $70,131+36.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 16.53% | 27.66%-11.1pp | 964.84%-948.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,491 | $2,068+165.5% | $2,839+93.4% | $2,342+134.4% |
| Participant deferral / active EE | $7,004 | $2,696+159.8% | $3,609+94.1% | $3,332+110.2% |
| Admin fee / account holder | $10,392 | $3,585+189.8% | $4,906+111.8% | $4,645+123.7% |