Filed September 24, 2025 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,089 | $209,832-38.0% | $189,513-31.4% | $167,490-22.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.81% | 748.27%-739.5pp | 555.15%-546.3pp | 478.56%-469.7pp |
| Employer contribution / active EE | $3,425 | $6,914-50.5% | $6,162-44.4% | $4,837-29.2% |
| Participant deferral / active EE | $5,078 | $8,935-43.2% | $8,221-38.2% | $6,341-19.9% |
| Admin fee / account holder | $16,173 | $14,293+13.2% | $12,045+34.3% | $12,309+31.4% |