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 | $138,197 | $138,347-0.1% | $184,203-25.0% | $80,856+70.9% |
| Participation rate | 73.5% | 83.9%-10.3pp | 86.8%-13.3pp | 67.6%+5.9pp |
| Annual return | 13.18% | 20.02%-6.8pp | 28.81%-15.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,376 | $4,850-51.0% | $6,427-63.0% | $2,755-13.8% |
| Participant deferral / active EE | $3,183 | $7,071-55.0% | $9,131-65.1% | $4,296-25.9% |
| Admin fee / account holder | $1,301 | $10,483-87.6% | $13,901-90.6% | $6,918-81.2% |