Filed December 30, 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 | $67,689 | $123,793-45.3% | $177,821-61.9% | $79,858-15.2% |
| Participation rate | 98.6% | 84.7%+14.0pp | 87.7%+10.9pp | 69.6%+29.0pp |
| Annual return | 9.84% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,166 | $4,095-47.1% | $5,918-63.4% | $2,471-12.3% |
| Participant deferral / active EE | $3,205 | $5,956-46.2% | $7,714-58.5% | $3,740-14.3% |
| Admin fee / account holder | $2,918 | $7,243-59.7% | $12,427-76.5% | $5,306-45.0% |