Filed August 22, 2025
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JP MORGAN INVEST HOLDINGS LLC Service code 15 · EIN 13-2624428 | Recordkeeping | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,814 | $46,292-85.3% | $143,757-95.3% | $64,808-89.5% |
| Participation rate | 93.9% | 64.2%+29.7pp | 80.3%+13.6pp | 71.5%+22.5pp |
| Annual return | -13.49% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $868 | $1,910-54.6% | $4,951-82.5% | $2,506-65.4% |
| Participant deferral / active EE | $575 | $2,646-78.3% | $5,637-89.8% | $4,310-86.7% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |