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 | $60,160 | $167,484-64.1% | $151,611-60.3% | $134,475-55.3% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -15.53% | 7.80%-23.3pp | 3.33%-18.9pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,089 | $6,829-54.8% | $6,166-49.9% | $4,740-34.8% |
| Participant deferral / active EE | $5,875 | $8,986-34.6% | $8,363-29.8% | $6,400-8.2% |
| Admin fee / account holder | $5,484 | $13,783-60.2% | $11,616-52.8% | $11,426-52.0% |