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 | $81,072 | $125,758-35.5% | $169,993-52.3% | $75,163+7.9% |
| Participation rate | 70.9% | 83.6%-12.7pp | 87.0%-16.1pp | 67.2%+3.7pp |
| Annual return | 19.83% | 27.20%-7.4pp | 53.37%-33.5pp | 160.62%-140.8pp |
| Employer contribution / active EE | $2,088 | $4,615-54.7% | $6,785-69.2% | $2,670-21.8% |
| Participant deferral / active EE | $3,228 | $6,837-52.8% | $10,408-69.0% | $4,125-21.7% |
| Admin fee / account holder | $6,837 | $8,173-16.4% | $12,815-46.7% | $5,651+21.0% |