Filed July 17, 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 | $38,880 | $183,963-78.9% | $162,163-76.0% | $152,861-74.6% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 22.99% | 150.76%-127.8pp | 115.59%-92.6pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,701 | $6,371-73.3% | $5,614-69.7% | $4,762-64.3% |
| Participant deferral / active EE | $3,385 | $8,034-57.9% | $7,298-53.6% | $5,850-42.1% |
| Admin fee / account holder | $586 | $13,121-95.5% | $10,843-94.6% | $11,596-94.9% |