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 | $76,253 | $137,414-44.5% | $189,513-59.8% | $85,850-11.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.11% | 38.14%-19.0pp | 555.15%-536.0pp | 318.53%-299.4pp |
| Employer contribution / active EE | $4,309 | $4,344-0.8% | $6,162-30.1% | $2,565+68.0% |
| Participant deferral / active EE | $5,027 | $6,260-19.7% | $8,221-38.9% | $3,952+27.2% |
| Admin fee / account holder | $2,561 | $8,630-70.3% | $12,045-78.7% | $6,260-59.1% |