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 | $164,595 | $209,832-21.6% | $189,513-13.1% | $167,490-1.7% |
| Participation rate | 71.4% | 88.7%-17.2pp | 87.8%-16.4pp | 82.1%-10.7pp |
| Annual return | 12.47% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,377 | $6,914-65.6% | $6,162-61.4% | $4,837-50.9% |
| Participant deferral / active EE | $3,740 | $8,935-58.1% | $8,221-54.5% | $6,341-41.0% |
| Admin fee / account holder | $2,067 | $14,293-85.5% | $12,045-82.8% | $12,309-83.2% |