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 | $98,857 | $48,795+102.6% | $65,493+50.9% | $84,808+16.6% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.2pp |
| Annual return | 13.65% | 20.20%-6.5pp | 982.45%-968.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,001 | $1,930+3.7% | $2,574-22.3% | $2,631-23.9% |
| Participant deferral / active EE | $4,424 | $2,928+51.1% | $3,961+11.7% | $4,212+5.1% |
| Admin fee / account holder | $16,756 | $3,877+332.2% | $5,028+233.2% | $7,344+128.2% |