Filed March 2, 2026 (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 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 | $102,138 | $63,764+60.2% | $81,930+24.7% | $79,858+27.9% |
| Participation rate | 48.6% | 67.5%-18.9pp | 72.0%-23.4pp | 69.6%-21.1pp |
| Annual return | 17.53% | 22.66%-5.1pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,422 | $1,795-20.8% | $4,310-67.0% | $2,471-42.4% |
| Participant deferral / active EE | $3,479 | $2,780+25.1% | $7,107-51.1% | $3,740-7.0% |
| Admin fee / account holder | $1,889 | $4,426-57.3% | $5,158-63.4% | $5,306-64.4% |