Filed October 29, 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 | $71,408 | $45,152+58.2% | $73,843-3.3% | $59,632+19.7% |
| Participation rate | 94.2% | 64.0%+30.2pp | 73.4%+20.8pp | 68.7%+25.6pp |
| Annual return | -0.60% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $3,614 | $1,902+90.1% | $2,787+29.7% | $2,203+64.1% |
| Participant deferral / active EE | $2,406 | $2,574-6.5% | $3,583-32.8% | $3,192-24.6% |
| Admin fee / account holder | $868 | $3,516-75.3% | $4,880-82.2% | $4,297-79.8% |