Filed August 20, 2025 (most recent of 2 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 9-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 | $62,459 | $123,793-49.5% | $177,821-64.9% | $79,858-21.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.07% | 22.82%-2.7pp | 48.32%-28.3pp | 31.71%-11.6pp |
| Employer contribution / active EE | $4,018 | $4,095-1.9% | $5,918-32.1% | $2,471+62.6% |
| Participant deferral / active EE | $4,594 | $5,956-22.9% | $7,714-40.5% | $3,740+22.8% |
| Admin fee / account holder | $2,007 | $7,243-72.3% | $12,427-83.8% | $5,306-62.2% |