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 | $122,148 | $81,208+50.4% | $98,907+23.5% | $79,858+53.0% |
| Participation rate | 88.4% | 72.5%+15.9pp | 76.0%+12.3pp | 69.6%+18.7pp |
| Annual return | 16.81% | 60.99%-44.2pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $3,404 | $1,960+73.7% | $2,689+26.6% | $2,471+37.8% |
| Participant deferral / active EE | $7,184 | $3,265+120.0% | $4,244+69.3% | $3,740+92.1% |
| Admin fee / account holder | $9,903 | $6,013+64.7% | $6,642+49.1% | $5,306+86.6% |