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 | $136,128 | $89,753+51.7% | $107,525+26.6% | $84,808+60.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.21% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,647 | $3,113-15.0% | $3,754-29.5% | $2,631+0.6% |
| Participant deferral / active EE | $6,503 | $4,056+60.3% | $5,116+27.1% | $4,212+54.4% |
| Admin fee / account holder | $16,452 | $7,222+127.8% | $8,919+84.5% | $7,344+124.0% |