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 | $63,591 | $58,208+9.2% | $81,812-22.3% | $80,856-21.4% |
| Participation rate | 72.9% | 63.4%+9.5pp | 72.3%+0.6pp | 67.6%+5.3pp |
| Annual return | 12.44% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,113 | $2,340-52.4% | $2,912-61.8% | $2,755-59.6% |
| Participant deferral / active EE | $1,335 | $3,281-59.3% | $4,319-69.1% | $4,296-68.9% |
| Admin fee / account holder | $27,699 | $4,981+456.1% | $7,386+275.0% | $6,918+300.4% |