Filed August 12, 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.
Employer 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 | $84,455 | $95,416-11.5% | $185,823-54.6% | $85,850-1.6% |
| Participation rate | 85.2% | 68.8%+16.4pp | 81.7%+3.5pp | 69.3%+15.9pp |
| Annual return | 16.02% | 23.59%-7.6pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $12,120 | $3,423+254.0% | $5,568+117.7% | $3,952+206.7% |
| Admin fee / account holder | $2,787 | $7,213-61.4% | $16,237-82.8% | $6,260-55.5% |