Filed July 21, 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 | $162,678 | $81,258+100.2% | $105,218+54.6% | $59,632+172.8% |
| Participation rate | 78.8% | 75.4%+3.4pp | 77.2%+1.6pp | 68.7%+10.2pp |
| Annual return | 0.21% | 1.96%-1.7pp | 5.33%-5.1pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,608 | $2,562+40.8% | $3,255+10.8% | $2,203+63.8% |
| Participant deferral / active EE | $7,766 | $3,881+100.1% | $4,867+59.6% | $3,192+143.3% |
| Admin fee / account holder | $7,481 | $5,841+28.1% | $6,992+7.0% | $4,297+74.1% |