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 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 | $103,231 | $65,365+57.9% | $92,893+11.1% | $72,985+41.4% |
| Participation rate | 75.3% | 68.3%+7.0pp | 76.0%-0.7pp | 69.5%+5.8pp |
| Annual return | 118.42% | 42.10%+76.3pp | 109.41%+9.0pp | 81.00%+37.4pp |
| Employer contribution / active EE | $592 | $2,594-77.2% | $3,653-83.8% | $2,440-75.7% |
| Participant deferral / active EE | $3,518 | $3,128+12.5% | $4,236-17.0% | $3,607-2.5% |
| Admin fee / account holder | $17,282 | $4,251+306.5% | $5,794+198.3% | $5,124+237.3% |