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 | $72,748 | $65,409+11.2% | $98,442-26.1% | $85,850-15.3% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.3%+16.4pp |
| Annual return | 13.79% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,225 | $2,168-43.5% | $2,960-58.6% | $2,565-52.3% |
| Participant deferral / active EE | $2,014 | $3,166-36.4% | $4,276-52.9% | $3,952-49.0% |
| Admin fee / account holder | $15,191 | $4,593+230.8% | $5,949+155.3% | $6,260+142.7% |