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.
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 | $45,603 | $148,978-69.4% | $200,582-77.3% | $84,808-46.2% |
| Participation rate | 94.4% | 84.2%+10.2pp | 86.9%+7.5pp | 68.3%+26.1pp |
| Annual return | 14.57% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,005 | $4,815-58.4% | $6,419-68.8% | $2,631-23.8% |
| Participant deferral / active EE | $2,799 | $7,142-60.8% | $9,331-70.0% | $4,212-33.6% |
| Admin fee / account holder | $13,220 | $13,977-5.4% | $16,305-18.9% | $7,344+80.0% |