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 | $126,592 | $59,101+114.2% | $77,163+64.1% | $75,163+68.4% |
| Participation rate | 40.0% | 63.9%-23.9pp | 69.6%-29.6pp | 67.2%-27.2pp |
| Annual return | 16.62% | 26.71%-10.1pp | 37.87%-21.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,040 | $1,995-47.9% | $2,535-59.0% | $2,670-61.1% |
| Participant deferral / active EE | $2,598 | $2,999-13.4% | $3,833-32.2% | $4,125-37.0% |
| Admin fee / account holder | $2,689 | $4,774-43.7% | $5,472-50.9% | $5,651-52.4% |