Filed October 6, 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 | $87,537 | $87,841-0.3% | $133,980-34.7% | $62,891+39.2% |
| Participation rate | 97.5% | 83.4%+14.1pp | 87.1%+10.4pp | 69.3%+28.2pp |
| Annual return | 14.63% | 12.05%+2.6pp | 29.30%-14.7pp | 20.14%-5.5pp |
| Employer contribution / active EE | $3,945 | $3,483+13.3% | $5,211-24.3% | $2,281+73.0% |
| Participant deferral / active EE | $6,217 | $4,812+29.2% | $6,282-1.0% | $3,203+94.1% |
| Admin fee / account holder | $5,685 | $5,371+5.8% | $9,324-39.0% | $4,296+32.3% |