Filed December 15, 2025 (most recent of 3 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 | $102,851 | $49,177+109.1% | $79,464+29.4% | $64,186+60.2% |
| Participation rate | 94.0% | 65.0%+29.0pp | 73.3%+20.7pp | 69.6%+24.4pp |
| Annual return | -6.62% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $5,821 | $2,076+180.3% | $2,800+107.9% | $2,381+144.5% |
| Participant deferral / active EE | $6,888 | $2,821+144.1% | $3,704+86.0% | $3,470+98.5% |
| Admin fee / account holder | $4,982 | $3,839+29.8% | $5,113-2.6% | $4,888+1.9% |