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 | $122,480 | $183,963-33.4% | $162,163-24.5% | $152,861-19.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.87% | 150.76%-131.9pp | 115.59%-96.7pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,280 | $6,371-48.5% | $5,614-41.6% | $4,762-31.1% |
| Participant deferral / active EE | $4,866 | $8,034-39.4% | $7,298-33.3% | $5,850-16.8% |
| Admin fee / account holder | $656 | $13,121-95.0% | $10,843-94.0% | $11,596-94.3% |