Filed August 14, 2025 (most recent of 2 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 5-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 | $29,306 | $52,681-44.4% | $75,781-61.3% | $59,632-50.9% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.8%+19.1pp | 68.7%+26.2pp |
| Annual return | 6.44% | 2.95%+3.5pp | 9.68%-3.2pp | 2041.28%-2034.8pp |
| Employer contribution / active EE | $1,412 | $2,193-35.6% | $3,323-57.5% | $2,203-35.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $590 | $3,610-83.7% | $5,299-88.9% | $4,297-86.3% |