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 | $35,437 | $45,152-21.5% | $73,843-52.0% | $59,632-40.6% |
| Participation rate | 97.4% | 64.0%+33.4pp | 73.4%+24.0pp | 68.7%+28.7pp |
| Annual return | -1.04% | 27.40%-28.4pp | 2267.84%-2268.9pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,643 | $1,902-13.6% | $2,787-41.1% | $2,203-25.4% |
| Participant deferral / active EE | $927 | $2,574-64.0% | $3,583-74.1% | $3,192-71.0% |
| Admin fee / account holder | $2,693 | $3,516-23.4% | $4,880-44.8% | $4,297-37.3% |