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 | $67,930 | $110,094-38.3% | $151,611-55.2% | $68,494-0.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.01% | -10.12%-7.9pp | 3.33%-21.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $4,534 | $4,471+1.4% | $6,166-26.5% | $2,596+74.7% |
| Participant deferral / active EE | $5,272 | $6,527-19.2% | $8,363-37.0% | $4,027+30.9% |
| Admin fee / account holder | $3,050 | $7,719-60.5% | $11,616-73.7% | $5,403-43.6% |