Filed September 25, 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 | $125,142 | $125,758-0.5% | $169,993-26.4% | $75,163+66.5% |
| Participation rate | 71.4% | 83.6%-12.2pp | 87.0%-15.6pp | 67.2%+4.2pp |
| Annual return | 15.14% | 27.20%-12.1pp | 53.37%-38.2pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,176 | $4,615-52.9% | $6,785-67.9% | $2,670-18.5% |
| Participant deferral / active EE | $2,873 | $6,837-58.0% | $10,408-72.4% | $4,125-30.4% |
| Admin fee / account holder | $18,374 | $8,173+124.8% | $12,815+43.4% | $5,651+225.2% |