Filed September 29, 2025 (most recent of 4 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 | $96,134 | $58,828+63.4% | $77,999+23.2% | $62,891+52.9% |
| Participation rate | 89.5% | 71.1%+18.4pp | 75.5%+14.0pp | 69.3%+20.2pp |
| Annual return | 8.26% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,404 | $1,672+43.8% | $2,470-2.7% | $2,281+5.4% |
| Participant deferral / active EE | $5,159 | $2,686+92.1% | $3,497+47.5% | $3,203+61.1% |
| Admin fee / account holder | $1,836 | $4,393-58.2% | $5,480-66.5% | $4,296-57.2% |