Filed December 12, 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 4-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 | $21,423 | $59,107-63.8% | $86,436-75.2% | $68,494-68.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -30.91% | -0.23%-30.7pp | 4394.89%-4425.8pp | -7.84%-23.1pp |
| Employer contribution / active EE | $6,459 | $2,519+156.4% | $3,769+71.4% | $2,596+148.8% |
| Participant deferral / active EE | $12,308 | $5,901+108.6% | $6,952+77.1% | $4,027+205.6% |
| Admin fee / account holder | $1,509 | $5,637-73.2% | $6,731-77.6% | $5,403-72.1% |