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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,836 | $82,978-54.4% | $129,995-70.9% | $71,457-47.1% |
| Participation rate | 55.8% | 74.1%-18.3pp | 78.5%-22.7pp | 67.9%-12.2pp |
| Annual return | 18.12% | 20.60%-2.5pp | -137.18%+155.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $561 | $2,622-78.6% | $4,320-87.0% | $2,588-78.3% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $915 | $1,729-47.1% | $10,614-91.4% | $1,587-42.4% |