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 | $109,022 | $54,350+100.6% | $82,719+31.8% | $68,494+59.2% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -16.33% | -13.67%-2.7pp | 701.18%-717.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,266 | $2,218+137.4% | $3,009+75.0% | $2,596+102.8% |
| Participant deferral / active EE | $6,202 | $3,246+91.1% | $4,395+41.1% | $4,027+54.0% |
| Admin fee / account holder | $7,646 | $4,395+74.0% | $5,329+43.5% | $5,403+41.5% |