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 | $82,105 | $46,674+75.9% | $117,472-30.1% | $68,494+19.9% |
| Participation rate | 42.4% | 56.8%-14.4pp | 70.6%-28.2pp | 67.9%-25.5pp |
| Annual return | -13.34% | -14.52%+1.2pp | 29.74%-43.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $791 | $1,505-47.4% | $4,176-81.1% | $2,596-69.5% |
| Participant deferral / active EE | $2,349 | $2,636-10.9% | $4,070-42.3% | $4,027-41.7% |
| Admin fee / account holder | $1,495 | $4,020-62.8% | $5,645-73.5% | $5,403-72.3% |