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 | $36,890 | $63,442-41.9% | $68,791-46.4% | $66,914-44.9% |
| Participation rate | 99.1% | 60.0%+39.2pp | 69.0%+30.1pp | 69.8%+29.3pp |
| Annual return | -16.88% | -8.29%-8.6pp | -6.38%-10.5pp | 1.58%-18.5pp |
| Employer contribution / active EE | $3,956 | $1,775+122.9% | $2,655+49.0% | $2,544+55.5% |
| Participant deferral / active EE | $3,028 | $2,945+2.8% | $3,941-23.2% | $4,237-28.5% |
| Admin fee / account holder | $14,602 | $577+2429.1% | $4,932+196.1% | $593+2361.3% |