Filed December 27, 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 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 | $26,702 | $40,256-33.7% | $57,343-53.4% | $59,632-55.2% |
| Participation rate | 82.8% | 69.2%+13.6pp | 75.1%+7.7pp | 68.7%+14.1pp |
| Annual return | -3.13% | 27.49%-30.6pp | 24.39%-27.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $854 | $1,922-55.6% | $2,689-68.2% | $2,203-61.2% |
| Participant deferral / active EE | $4,179 | $2,399+74.2% | $3,162+32.1% | $3,192+30.9% |
| Admin fee / account holder | $1,642 | $2,818-41.7% | $3,356-51.1% | $4,297-61.8% |