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 | $51,596 | $39,122+31.9% | $57,179-9.8% | $62,891-18.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 22.86% | 9.23%+13.6pp | 14.59%+8.3pp | 20.14%+2.7pp |
| Employer contribution / active EE | $718 | $1,874-61.7% | $2,682-73.2% | $2,281-68.5% |
| Participant deferral / active EE | $3,513 | $2,374+48.0% | $3,096+13.5% | $3,203+9.7% |
| Admin fee / account holder | $2,311 | $2,592-10.8% | $3,139-26.4% | $4,296-46.2% |