Filed December 19, 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 | $40,980 | $45,566-10.1% | $64,105-36.1% | $59,632-31.3% |
| Participation rate | 92.4% | 60.2%+32.3pp | 68.2%+24.3pp | 68.7%+23.8pp |
| Annual return | -1.22% | 4.95%-6.2pp | 791.24%-792.5pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,047 | $934+12.1% | $1,820-42.5% | $2,203-52.5% |
| Participant deferral / active EE | $2,916 | $2,057+41.8% | $2,822+3.4% | $3,192-8.6% |
| Admin fee / account holder | $8,684 | $3,268+165.8% | $4,499+93.0% | $4,297+102.1% |