Filed December 30, 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 | $61,587 | $94,529-34.8% | $140,016-56.0% | $64,186-4.0% |
| Participation rate | 98.5% | 84.1%+14.4pp | 87.5%+11.0pp | 69.6%+28.9pp |
| Annual return | -1.21% | 7.77%-9.0pp | 651.12%-652.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,365 | $3,812-38.0% | $5,606-57.8% | $2,381-0.7% |
| Participant deferral / active EE | $3,519 | $5,250-33.0% | $6,927-49.2% | $3,470+1.4% |
| Admin fee / account holder | $3,132 | $6,741-53.5% | $10,705-70.7% | $4,888-35.9% |