Filed August 20, 2025 (most recent of 2 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 9-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 | $33,394 | $100,041-66.6% | $149,718-77.7% | $70,131-52.4% |
| Participation rate | 92.2% | 83.6%+8.6pp | 87.1%+5.1pp | 69.5%+22.7pp |
| Annual return | 0.00% | 27.43%-27.4pp | 1501.63%-1501.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $3,510 | $3,662-4.1% | $5,445-35.5% | $2,342+49.8% |
| Participant deferral / active EE | $4,203 | $4,983-15.7% | $6,569-36.0% | $3,332+26.1% |
| Admin fee / account holder | $804 | $8,286-90.3% | $11,283-92.9% | $4,645-82.7% |