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 | $68,752 | $110,094-37.6% | $151,611-54.7% | $68,494+0.4% |
| Participation rate | 94.9% | 84.0%+11.0pp | 87.5%+7.4pp | 67.9%+27.0pp |
| Annual return | -10.21% | -10.12%-0.1pp | 3.33%-13.5pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,936 | $4,471-34.3% | $6,166-52.4% | $2,596+13.1% |
| Participant deferral / active EE | $4,199 | $6,527-35.7% | $8,363-49.8% | $4,027+4.3% |
| Admin fee / account holder | $8,355 | $7,719+8.2% | $11,616-28.1% | $5,403+54.6% |