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 | $59,879 | $209,832-71.5% | $189,513-68.4% | $167,490-64.2% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 14.10% | 748.27%-734.2pp | 555.15%-541.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $2,012 | $6,914-70.9% | $6,162-67.3% | $4,837-58.4% |
| Participant deferral / active EE | $4,023 | $8,935-55.0% | $8,221-51.1% | $6,341-36.6% |
| Admin fee / account holder | $852 | $14,293-94.0% | $12,045-92.9% | $12,309-93.1% |