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 | $101,395 | $73,933+37.1% | $96,683+4.9% | $75,163+34.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.26% | 26.70%-11.4pp | 35.69%-20.4pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,950 | $2,928-33.4% | $3,737-47.8% | $2,670-27.0% |
| Participant deferral / active EE | $5,045 | $3,659+37.9% | $4,878+3.4% | $4,125+22.3% |
| Admin fee / account holder | $9,267 | $5,216+77.7% | $6,730+37.7% | $5,651+64.0% |