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 | $123,211 | $110,094+11.9% | $151,611-18.7% | $68,494+79.9% |
| Participation rate | 73.5% | 84.0%-10.4pp | 87.5%-14.0pp | 67.9%+5.6pp |
| Annual return | 4.31% | -10.12%+14.4pp | 3.33%+1.0pp | -7.84%+12.2pp |
| Employer contribution / active EE | $2,150 | $4,471-51.9% | $6,166-65.1% | $2,596-17.2% |
| Participant deferral / active EE | $3,056 | $6,527-53.2% | $8,363-63.5% | $4,027-24.1% |
| Admin fee / account holder | $16,057 | $7,719+108.0% | $11,616+38.2% | $5,403+197.2% |