Filed November 18, 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.
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,812 | $45,152+129.9% | $73,843+40.6% | $59,632+74.1% |
| Participation rate | 77.4% | 64.0%+13.4pp | 73.4%+4.0pp | 68.7%+8.7pp |
| Annual return | 11.10% | 27.40%-16.3pp | 2267.84%-2256.7pp | 2041.28%-2030.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,366 | $2,574+186.2% | $3,583+105.6% | $3,192+130.8% |
| Admin fee / account holder | $2,683 | $3,516-23.7% | $4,880-45.0% | $4,297-37.6% |