Filed October 3, 2025 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,344 | $197,591-67.9% | $177,821-64.4% | $158,922-60.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.73% | 58.76%-53.0pp | 48.32%-42.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $3,450 | $6,697-48.5% | $5,918-41.7% | $4,761-27.5% |
| Participant deferral / active EE | $1,674 | $8,405-80.1% | $7,714-78.3% | $5,982-72.0% |
| Admin fee / account holder | $900 | $15,399-94.2% | $12,427-92.8% | $11,246-92.0% |