Filed December 16, 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 9-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 | $56,543 | $48,076+17.6% | $78,689-28.1% | $62,891-10.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | -0.18% | 31.35%-31.5pp | 62.18%-62.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $4,715 | $2,015+134.0% | $2,851+65.4% | $2,281+106.7% |
| Participant deferral / active EE | $9,975 | $2,588+285.5% | $3,517+183.6% | $3,203+211.4% |
| Admin fee / account holder | $915 | $3,207-71.5% | $4,510-79.7% | $4,296-78.7% |