Filed July 14, 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 8-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 | $187,237 | $79,633+135.1% | $93,789+99.6% | $68,494+173.4% |
| Participation rate | 97.2% | 75.4%+21.8pp | 81.0%+16.3pp | 67.9%+29.3pp |
| Annual return | -11.50% | -0.10%-11.4pp | -11.33%-0.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $11,388 | $3,665+210.7% | $4,323+163.4% | $2,596+338.6% |
| Participant deferral / active EE | $7,620 | $5,158+47.7% | $6,094+25.0% | $4,027+89.2% |
| Admin fee / account holder | $8,132 | $6,871+18.4% | $7,195+13.0% | $5,403+50.5% |