Filed August 15, 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 | $23,094 | $82,032-71.8% | $123,104-81.2% | $59,632-61.3% |
| Participation rate | 95.2% | 83.2%+12.0pp | 86.8%+8.5pp | 68.7%+26.6pp |
| Annual return | 1.52% | 5.12%-3.6pp | 13.22%-11.7pp | 2041.28%-2039.8pp |
| Employer contribution / active EE | $1,411 | $3,297-57.2% | $5,151-72.6% | $2,203-35.9% |
| Participant deferral / active EE | $2,175 | $4,667-53.4% | $6,230-65.1% | $3,192-31.8% |
| Admin fee / account holder | $2,645 | $5,881-55.0% | $9,015-70.7% | $4,297-38.4% |