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 | $74,071 | $60,124+23.2% | $90,404-18.1% | $79,858-7.2% |
| Participation rate | 82.2% | 65.0%+17.2pp | 72.7%+9.5pp | 69.6%+12.6pp |
| Annual return | 14.48% | 71.94%-57.5pp | 1293.02%-1278.5pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,869 | $2,068-9.6% | $3,262-42.7% | $2,471-24.3% |
| Participant deferral / active EE | $2,176 | $2,938-25.9% | $3,963-45.1% | $3,740-41.8% |
| Admin fee / account holder | $14,721 | $3,976+270.2% | $5,611+162.4% | $5,306+177.4% |