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 | $121,300 | $148,978-18.6% | $200,582-39.5% | $84,808+43.0% |
| Participation rate | 97.6% | 84.2%+13.4pp | 86.9%+10.7pp | 68.3%+29.3pp |
| Annual return | 16.32% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,689 | $4,815-2.6% | $6,419-27.0% | $2,631+78.2% |
| Participant deferral / active EE | $5,767 | $7,142-19.3% | $9,331-38.2% | $4,212+36.9% |
| Admin fee / account holder | $8,624 | $13,977-38.3% | $16,305-47.1% | $7,344+17.4% |