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 | $55,883 | $197,591-71.7% | $177,821-68.6% | $158,922-64.8% |
| Participation rate | 73.7% | 88.5%-14.9pp | 87.7%-14.0pp | 82.0%-8.3pp |
| Annual return | 14.85% | 58.76%-43.9pp | 48.32%-33.5pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,133 | $6,697-68.1% | $5,918-64.0% | $4,761-55.2% |
| Participant deferral / active EE | $4,082 | $8,405-51.4% | $7,714-47.1% | $5,982-31.8% |
| Admin fee / account holder | $502 | $15,399-96.7% | $12,427-96.0% | $11,246-95.5% |