Filed July 18, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,765 | $153,772-81.9% | $133,980-79.3% | $273,961-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.72% | 36.51%-29.8pp | 29.30%-22.6pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,954 | $6,029-67.6% | $5,211-62.5% | $4,869-59.9% |
| Participant deferral / active EE | $1,836 | $6,958-73.6% | $6,282-70.8% | $5,287-65.3% |
| Admin fee / account holder | $895 | $11,765-92.4% | $9,324-90.4% | $10,132-91.2% |