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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $27,514 | $160,055-82.8% | $140,016-80.3% | $135,375-79.7% |
| Participation rate | 70.0% | 88.5%-18.5pp | 87.5%-17.5pp | 82.6%-12.6pp |
| Annual return | -4.25% | 911.38%-915.6pp | 651.12%-655.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,711 | $6,420-73.3% | $5,606-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $3,565 | $7,642-53.3% | $6,927-48.5% | $5,609-36.4% |
| Admin fee / account holder | $19,052 | $13,328+43.0% | $10,705+78.0% | $10,827+76.0% |