Filed November 19, 2025 (most recent of 4 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 | $112,445 | $87,841+28.0% | $133,980-16.1% | $62,891+78.8% |
| Participation rate | 87.3% | 83.4%+3.9pp | 87.1%+0.2pp | 69.3%+18.0pp |
| Annual return | 6.45% | 12.05%-5.6pp | 29.30%-22.9pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,183 | $3,483+20.1% | $5,211-19.7% | $2,281+83.4% |
| Participant deferral / active EE | $6,979 | $4,812+45.0% | $6,282+11.1% | $3,203+117.9% |
| Admin fee / account holder | $1,248 | $5,371-76.8% | $9,324-86.6% | $4,296-70.9% |