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 | $47,909 | $125,758-61.9% | $169,993-71.8% | $75,163-36.3% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 11.31% | 27.20%-15.9pp | 53.37%-42.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $2,338 | $4,615-49.3% | $6,785-65.5% | $2,670-12.4% |
| Participant deferral / active EE | $3,118 | $6,837-54.4% | $10,408-70.0% | $4,125-24.4% |
| Admin fee / account holder | $21,092 | $8,173+158.1% | $12,815+64.6% | $5,651+273.3% |