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 | $309,303-100.0% | $420,196-100.0% | $309,303-100.0% |
| Participation rate | 0.0% | 96.2%-96.2pp | 100.0%-100.0pp | 96.2%-96.2pp |
| Annual return | 3.00% | 6.50%-3.5pp | 9.58%-6.6pp | 6.50%-3.5pp |
| Employer contribution / active EE | $0 | $25,613-100.0% | $15,604-100.0% | $25,613-100.0% |
| Participant deferral / active EE | $0 | $6,481-100.0% | $7,731-100.0% | $6,481-100.0% |
| Admin fee / account holder | $0 | $31,748-100.0% | $3,510-100.0% | $31,748-100.0% |