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 | $100,681 | $58,208+73.0% | $81,812+23.1% | $80,856+24.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 12.64% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $5,633 | $2,340+140.7% | $2,912+93.4% | $2,755+104.5% |
| Participant deferral / active EE | $4,590 | $3,281+39.9% | $4,319+6.3% | $4,296+6.9% |
| Admin fee / account holder | $5,177 | $4,981+3.9% | $7,386-29.9% | $6,918-25.2% |