Filed August 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,286 | $78,705-50.1% | $117,854-66.7% | $70,131-44.0% |
| Participation rate | 59.3% | 73.2%-13.9pp | 79.7%-20.3pp | 69.5%-10.2pp |
| Annual return | 18.43% | 23.30%-4.9pp | 335.08%-316.7pp | 73.14%-54.7pp |
| Employer contribution / active EE | $1,670 | $2,223-24.9% | $3,786-55.9% | $2,342-28.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $574 | $5,065-88.7% | $8,020-92.8% | $4,645-87.6% |