Filed July 16, 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 | $74,264 | $90,503-17.9% | $78,689-5.6% | $273,961-72.9% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 6.98% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,320 | $3,176+4.5% | $2,851+16.5% | $4,869-31.8% |
| Participant deferral / active EE | $5,421 | $3,901+39.0% | $3,517+54.1% | $5,287+2.5% |
| Admin fee / account holder | $16,411 | $5,263+211.8% | $4,510+263.8% | $10,132+62.0% |