Filed November 26, 2025 (most recent of 4 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 | $56,735 | $47,922+18.4% | $75,886-25.2% | $65,185-13.0% |
| Participation rate | 99.0% | 63.0%+36.1pp | 69.3%+29.8pp | 70.2%+28.8pp |
| Annual return | 22.69% | 24.12%-1.4pp | 30.76%-8.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $4,277 | $1,557+174.7% | $2,500+71.1% | $2,177+96.5% |
| Participant deferral / active EE | $4,626 | $2,550+81.4% | $3,603+28.4% | $3,514+31.6% |
| Admin fee / account holder | $841 | $532+58.3% | $5,418-84.5% | $847-0.7% |