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 | $97,896 | $100,041-2.1% | $149,718-34.6% | $70,131+39.6% |
| Participation rate | 97.8% | 83.6%+14.2pp | 87.1%+10.7pp | 69.5%+28.2pp |
| Annual return | 17.72% | 27.43%-9.7pp | 1501.63%-1483.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $4,086 | $3,662+11.6% | $5,445-25.0% | $2,342+74.4% |
| Participant deferral / active EE | $6,140 | $4,983+23.2% | $6,569-6.5% | $3,332+84.3% |
| Admin fee / account holder | $4,490 | $8,286-45.8% | $11,283-60.2% | $4,645-3.3% |