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 | $88,132 | $125,758-29.9% | $169,993-48.2% | $75,163+17.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.72% | 27.20%-7.5pp | 53.37%-33.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,631 | $4,615+0.4% | $6,785-31.7% | $2,670+73.5% |
| Participant deferral / active EE | $5,415 | $6,837-20.8% | $10,408-48.0% | $4,125+31.3% |
| Admin fee / account holder | $3,098 | $8,173-62.1% | $12,815-75.8% | $5,651-45.2% |