Filed October 22, 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 | $98,145 | $123,793-20.7% | $177,821-44.8% | $79,858+22.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 30.62% | 22.82%+7.8pp | 48.32%-17.7pp | 31.71%-1.1pp |
| Employer contribution / active EE | $2,166 | $4,095-47.1% | $5,918-63.4% | $2,471-12.4% |
| Participant deferral / active EE | $3,581 | $5,956-39.9% | $7,714-53.6% | $3,740-4.3% |
| Admin fee / account holder | $3,702 | $7,243-48.9% | $12,427-70.2% | $5,306-30.2% |