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 | $134,904 | $54,350+148.2% | $82,719+63.1% | $68,494+97.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.85% | -13.67%-4.2pp | 701.18%-719.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $6,677 | $2,218+201.0% | $3,009+121.9% | $2,596+157.2% |
| Participant deferral / active EE | $8,421 | $3,246+159.4% | $4,395+91.6% | $4,027+109.1% |
| Admin fee / account holder | $3,895 | $4,395-11.4% | $5,329-26.9% | $5,403-27.9% |