Filed August 15, 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 | $41,343 | $123,793-66.6% | $177,821-76.8% | $79,858-48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 16.36% | 22.82%-6.5pp | 48.32%-32.0pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,519 | $4,095-62.9% | $5,918-74.3% | $2,471-38.5% |
| Participant deferral / active EE | $3,144 | $5,956-47.2% | $7,714-59.2% | $3,740-15.9% |
| Admin fee / account holder | $3,204 | $7,243-55.8% | $12,427-74.2% | $5,306-39.6% |