Filed October 6, 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 | $75,861 | $53,777+41.1% | $134,143-43.4% | $79,858-5.0% |
| Participation rate | 59.7% | 58.8%+0.9pp | 72.2%-12.5pp | 69.6%-10.0pp |
| Annual return | 11.73% | 19.01%-7.3pp | 36.33%-24.6pp | 31.71%-20.0pp |
| Employer contribution / active EE | $809 | $1,321-38.8% | $3,704-78.2% | $2,471-67.3% |
| Participant deferral / active EE | $2,360 | $2,420-2.5% | $3,499-32.5% | $3,740-36.9% |
| Admin fee / account holder | $5,343 | $3,984+34.1% | $6,684-20.1% | $5,306+0.7% |