Filed October 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,898 | $110,094-25.6% | $151,611-46.0% | $68,494+19.6% |
| Participation rate | 80.3% | 84.0%-3.6pp | 87.5%-7.2pp | 67.9%+12.4pp |
| Annual return | -25.29% | -10.12%-15.2pp | 3.33%-28.6pp | -7.84%-17.4pp |
| Employer contribution / active EE | $2,398 | $4,471-46.4% | $6,166-61.1% | $2,596-7.6% |
| Participant deferral / active EE | $3,707 | $6,527-43.2% | $8,363-55.7% | $4,027-8.0% |
| Admin fee / account holder | $9,841 | $7,719+27.5% | $11,616-15.3% | $5,403+82.1% |