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.
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 | $23,915 | $87,841-72.8% | $133,980-82.2% | $62,891-62.0% |
| Participation rate | 95.8% | 83.4%+12.5pp | 87.1%+8.8pp | 69.3%+26.5pp |
| Annual return | 7.57% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,868 | $3,483-17.7% | $5,211-45.0% | $2,281+25.7% |
| Participant deferral / active EE | $2,574 | $4,812-46.5% | $6,282-59.0% | $3,203-19.6% |
| Admin fee / account holder | $1,407 | $5,371-73.8% | $9,324-84.9% | $4,296-67.2% |