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 | $66,553 | $57,281+16.2% | $86,612-23.2% | $75,163-11.5% |
| Participation rate | 80.9% | 63.2%+17.7pp | 71.7%+9.2pp | 67.2%+13.7pp |
| Annual return | 16.67% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,358 | $2,314-41.3% | $3,022-55.1% | $2,670-49.1% |
| Participant deferral / active EE | $2,056 | $3,318-38.0% | $4,438-53.7% | $4,125-50.2% |
| Admin fee / account holder | $9,638 | $4,112+134.4% | $5,614+71.7% | $5,651+70.5% |