Filed July 14, 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 8-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 | $229,529 | $81,947+180.1% | $105,387+117.8% | $72,985+214.5% |
| Participation rate | 97.2% | 76.5%+20.7pp | 82.6%+14.7pp | 69.5%+27.7pp |
| Annual return | -2.60% | 42.90%-45.5pp | 26.82%-29.4pp | 81.00%-83.6pp |
| Employer contribution / active EE | $17,222 | $3,468+396.6% | $4,213+308.8% | $2,440+605.9% |
| Participant deferral / active EE | $13,610 | $4,494+202.9% | $5,502+147.4% | $3,607+277.3% |
| Admin fee / account holder | $13,167 | $6,258+110.4% | $6,559+100.8% | $5,124+157.0% |