Filed December 12, 2025 (most recent of 3 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 | $69,660 | $77,503-10.1% | $100,391-30.6% | $80,856-13.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 28.89% | 37.20%-8.3pp | 49.20%-20.3pp | 35.59%-6.7pp |
| Employer contribution / active EE | $6,590 | $2,801+135.3% | $3,942+67.2% | $2,755+139.2% |
| Participant deferral / active EE | $7,726 | $6,820+13.3% | $8,082-4.4% | $4,296+79.9% |
| Admin fee / account holder | $2,030 | $5,897-65.6% | $7,899-74.3% | $6,918-70.7% |