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 | $93,095 | $58,694+58.6% | $142,863-34.8% | $85,850+8.4% |
| Participation rate | 56.9% | 58.5%-1.6pp | 71.9%-15.1pp | 69.3%-12.5pp |
| Annual return | 12.07% | 27.72%-15.7pp | 5637.54%-5625.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $979 | $1,423-31.2% | $4,144-76.4% | $2,565-61.8% |
| Participant deferral / active EE | $3,294 | $2,607+26.3% | $3,837-14.2% | $3,952-16.7% |
| Admin fee / account holder | $5,144 | $4,239+21.4% | $6,560-21.6% | $6,260-17.8% |