Filed December 22, 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 4-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 | $16,848 | $54,350-69.0% | $82,719-79.6% | $68,494-75.4% |
| Participation rate | 81.1% | 63.9%+17.2pp | 72.6%+8.6pp | 67.9%+13.2pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $5,629 | $2,218+153.8% | $3,009+87.1% | $2,596+116.8% |
| Participant deferral / active EE | $8,745 | $3,246+169.4% | $4,395+99.0% | $4,027+117.2% |
| Admin fee / account holder | $355 | $4,395-91.9% | $5,329-93.3% | $5,403-93.4% |