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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,925 | $160,055-78.8% | $140,016-75.8% | $135,375-74.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.54% | 911.38%-916.9pp | 651.12%-656.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,888 | $6,420-55.0% | $5,606-48.5% | $4,779-39.6% |
| Participant deferral / active EE | $2,222 | $7,642-70.9% | $6,927-67.9% | $5,609-60.4% |
| Admin fee / account holder | $668 | $13,328-95.0% | $10,705-93.8% | $10,827-93.8% |