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 | $102,754 | $138,347-25.7% | $184,203-44.2% | $80,856+27.1% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.6%+28.8pp |
| Annual return | 14.15% | 20.02%-5.9pp | 28.81%-14.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $4,751 | $4,850-2.1% | $6,427-26.1% | $2,755+72.4% |
| Participant deferral / active EE | $5,283 | $7,071-25.3% | $9,131-42.1% | $4,296+23.0% |
| Admin fee / account holder | $1,420 | $10,483-86.5% | $13,901-89.8% | $6,918-79.5% |