Filed October 2, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,001 | $109,359-85.4% | $162,163-90.1% | $72,985-78.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.72% | 25.46%-3.7pp | 115.59%-93.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,955 | $3,907-50.0% | $5,614-65.2% | $2,440-19.9% |
| Participant deferral / active EE | $2,175 | $5,481-60.3% | $7,298-70.2% | $3,607-39.7% |
| Admin fee / account holder | $7,436 | $7,972-6.7% | $10,843-31.4% | $5,124+45.1% |