Filed December 8, 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 10-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 | $55,518 | $92,703-40.1% | $82,719-32.9% | $134,475-58.7% |
| Participation rate | 95.0% | 75.2%+19.8pp | 72.6%+22.4pp | 81.2%+13.8pp |
| Annual return | -14.06% | 944.92%-959.0pp | 701.18%-715.2pp | 417.96%-432.0pp |
| Employer contribution / active EE | $4,636 | $3,274+41.6% | $3,009+54.1% | $4,740-2.2% |
| Participant deferral / active EE | $7,917 | $4,802+64.9% | $4,395+80.1% | $6,400+23.7% |
| Admin fee / account holder | $2,776 | $5,983-53.6% | $5,329-47.9% | $11,426-75.7% |