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 | $47,479+108.2% | $62,929+57.1% | $82,448+19.9% |
| Participation rate | 82.5% | 66.9%+15.6pp | 73.1%+9.4pp | 68.1%+14.4pp |
| Annual return | 13.65% | 20.34%-6.7pp | 1063.93%-1050.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,001 | $1,885+6.2% | $2,505-20.1% | $2,551-21.5% |
| Participant deferral / active EE | $4,424 | $2,870+54.1% | $3,888+13.8% | $4,139+6.9% |
| Admin fee / account holder | $16,756 | $3,804+340.5% | $5,065+230.9% | $7,234+131.6% |