Filed September 25, 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 | $121,494 | $183,963-34.0% | $162,163-25.1% | $152,861-20.5% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 18.56% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,309 | $6,371-63.7% | $5,614-58.9% | $4,762-51.5% |
| Participant deferral / active EE | $3,074 | $8,034-61.7% | $7,298-57.9% | $5,850-47.5% |
| Admin fee / account holder | $23,123 | $13,121+76.2% | $10,843+113.3% | $11,596+99.4% |