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 | $91,165 | $49,177+85.4% | $79,464+14.7% | $64,186+42.0% |
| Participation rate | 77.5% | 65.0%+12.5pp | 73.3%+4.2pp | 69.6%+7.9pp |
| Annual return | -6.52% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,371 | $2,821+196.7% | $3,704+126.0% | $3,470+141.3% |
| Admin fee / account holder | $9,736 | $3,839+153.6% | $5,113+90.4% | $4,888+99.2% |