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 | $120,638 | $197,591-38.9% | $177,821-32.2% | $158,922-24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.76% | 58.76%-49.0pp | 48.32%-38.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $3,497 | $6,697-47.8% | $5,918-40.9% | $4,761-26.5% |
| Participant deferral / active EE | $5,302 | $8,405-36.9% | $7,714-31.3% | $5,982-11.4% |
| Admin fee / account holder | $3,600 | $15,399-76.6% | $12,427-71.0% | $11,246-68.0% |