Filed July 15, 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 | $246,716 | $102,966+139.6% | $90,281+173.3% | $152,861+61.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.85% | 95.16%-82.3pp | 78.10%-65.2pp | 345.32%-332.5pp |
| Employer contribution / active EE | $11,706 | $3,139+272.9% | $2,854+310.1% | $4,762+145.8% |
| Participant deferral / active EE | $14,231 | $4,281+232.4% | $3,885+266.3% | $5,850+143.3% |
| Admin fee / account holder | $1,533 | $6,171-75.2% | $5,351-71.3% | $11,596-86.8% |