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 | $52,564 | $49,177+6.9% | $79,464-33.9% | $64,186-18.1% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | 6.93% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,951 | $2,076-6.0% | $2,800-30.3% | $2,381-18.1% |
| Participant deferral / active EE | $1,746 | $2,821-38.1% | $3,704-52.9% | $3,470-49.7% |
| Admin fee / account holder | $11,485 | $3,839+199.2% | $5,113+124.6% | $4,888+135.0% |