Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 employees
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $259,158-100.0% | $208,041-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | 3.00% | 5.38%-2.4pp | 3.50%-0.5pp | 5.38%-2.4pp |
| Employer contribution / active EE | $0 | $22,268-100.0% | $16,404-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,084-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $9,035-100.0% | $8,593-100.0% | $9,035-100.0% |