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 | $142,663 | $197,591-27.8% | $177,821-19.8% | $158,922-10.2% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.7%-15.0pp | 82.0%-9.2pp |
| Annual return | 15.73% | 58.76%-43.0pp | 48.32%-32.6pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,499 | $6,697-62.7% | $5,918-57.8% | $4,761-47.5% |
| Participant deferral / active EE | $3,134 | $8,405-62.7% | $7,714-59.4% | $5,982-47.6% |
| Admin fee / account holder | $3,780 | $15,399-75.5% | $12,427-69.6% | $11,246-66.4% |