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.
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 | $21,714 | $110,094-80.3% | $151,611-85.7% | $68,494-68.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.39% | -10.12%-8.3pp | 3.33%-21.7pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,669 | $4,471-40.3% | $6,166-56.7% | $2,596+2.8% |
| Participant deferral / active EE | $3,236 | $6,527-50.4% | $8,363-61.3% | $4,027-19.7% |
| Admin fee / account holder | $3,284 | $7,719-57.5% | $11,616-71.7% | $5,403-39.2% |