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 | $57,143 | $60,776-6.0% | $85,682-33.3% | $79,386-28.0% |
| Participation rate | 99.0% | 62.1%+36.9pp | 69.9%+29.2pp | 70.7%+28.3pp |
| Annual return | 13.85% | 16.57%-2.7pp | 21.49%-7.6pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,993 | $1,663+140.1% | $2,618+52.5% | $2,427+64.5% |
| Participant deferral / active EE | $3,031 | $2,919+3.8% | $3,923-22.7% | $4,046-25.1% |
| Admin fee / account holder | $1,227 | $438+179.8% | $6,873-82.1% | $626+95.9% |