Filed July 17, 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.
Participant 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 | $47,833 | $171,865-72.2% | $149,718-68.1% | $147,584-67.6% |
| Participation rate | 71.4% | 88.2%-16.8pp | 87.1%-15.6pp | 82.8%-11.4pp |
| Annual return | 15.53% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,569 | $6,275-75.0% | $5,445-71.2% | $4,876-67.8% |
| Participant deferral / active EE | $2,401 | $7,271-67.0% | $6,569-63.4% | $5,439-55.8% |
| Admin fee / account holder | $1,581 | $13,799-88.5% | $11,283-86.0% | $10,885-85.5% |