Filed September 24, 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 | $97,948 | $160,055-38.8% | $140,016-30.0% | $135,375-27.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.62% | 911.38%-918.0pp | 651.12%-657.7pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,923 | $6,420-54.5% | $5,606-47.9% | $4,779-38.8% |
| Participant deferral / active EE | $4,173 | $7,642-45.4% | $6,927-39.8% | $5,609-25.6% |
| Admin fee / account holder | $517 | $13,328-96.1% | $10,705-95.2% | $10,827-95.2% |